Triad Wealth Partners’s Intuitive Surgical ISRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$245K Buy
2025
Q1
Sell
2024
Q4
$244K Buy
2024
Q3
Sell
2024
Q2
$271K Buy