United Asset Strategies’s Intuitive Surgical ISRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.3M	Sell	2,399 -6	-0.2%	-$3.26K	0.11%	126
2025 Q1	$1.19M	Sell	2,405 -3	-0.1%	-$1.49K	0.11%	132
2024 Q4	$1.26M	Buy	2,408 +27	+1%	+$14.1K	0.12%	124
2024 Q3	$1.17M	Sell	2,381 -24	-1%	-$11.8K	0.11%	134
2024 Q2	$1.07M	Buy	+2,405	New	+$1.07M	0.11%	131