Sendero Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Sendero Wealth Management’s Portfolio ISRG Stock Details ISRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$958K	Sell
2025 Q2	$1.17M	Buy
2025 Q1	$1.06M	Sell
2024 Q4	$1.75M	Hold
2024 Q3	$1.64M	Hold
2024 Q2	$1.49M	Hold
2024 Q1	$1.33M	Hold
2023 Q4	$1.13M	Hold
2023 Q3	$978K	Hold
2023 Q2	$1.14M	Buy