TriaGen Wealth Management’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	-4,286	Closed	-$2.24M	–	181
2024 Q4	$2.24M	Sell	4,286 -103	-2%	-$53.8K	0.75%	33
2024 Q3	$2.16M	Sell	4,389 -4,113	-48%	-$2.02M	0.72%	31
2024 Q2	$3.78M	Buy	+8,502	New	+$3.78M	1.46%	11