Triad Wealth Partners’s Intuitive Surgical ISRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-467	Closed	-$244K	–	217
2024 Q4	$244K	Buy	+467	New	+$244K	0.09%	159
2024 Q3	–	Sell	-610	Closed	-$271K	–	464
2024 Q2	$271K	Buy	+610	New	+$271K	0.14%	72