Summit Wealth Group’s Intuitive Surgical ISRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-41,386	Closed	–	–	170
2023 Q1	$0	Buy	+41,386	New	–	﹤0.01%	207
2021 Q3	–	Sell	-162	Closed	-$50K	–	138
2021 Q2	$50K	Sell	162 -27	-14%	-$8.33K	0.07%	53
2021 Q1	$47K	Buy	+189	New	+$47K	0.08%	50