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Trek Financial’s Intuitive Surgical ISRG Stock Holding History

Trek Financial’s Portfolio ISRG Stock Details ISRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-7,862
Closed -$4.1M – 416
2024
Q4 		$4.1M Buy
+7,862
New +$4.1M 0.31% 86