SWM
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SFG Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$276K Hold
507
0.17% 72
2025
Q1
$251K Buy
507
+100
+25% +$49.5K 0.12% 105
2024
Q4
$212K Buy
+407
New +$212K 0.11% 95