SMART Wealth’s Intuitive Surgical ISRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-954	Closed	-$472K	–	179
2025 Q1	$472K	Buy	954 +285	+43%	+$141K	0.17%	99
2024 Q4	$349K	Buy	669 +79	+13%	+$41.2K	0.12%	115
2024 Q3	$290K	Buy	+590	New	+$290K	0.11%	114