SFP
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Sweet Financial Partners’s Intuitive Surgical ISRG Stock Holding History

Sweet Financial Partners’s Portfolio ISRG Stock Details ISRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		$251K Buy
511
+5
+1% +$2.46K 0.05% 173
2024
Q2 		$225K Hold
506
– – 0.05% 178
2024
Q1 		$202K Buy
+506
New +$202K 0.05% 190