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TruWealth Advisors’s Intuitive Surgical ISRG Stock Holding History

TruWealth Advisors’s Portfolio ISRG Stock Details ISRG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-424
Closed -$221K – 165
2024
Q4 		$221K Sell
424
-2
-0.5% -$1.04K 0.01% 152
2024
Q3 		$209K Buy
+426
New +$209K 0.01% 155