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UP Strategic Wealth Investment Advisors’s Intuitive Surgical ISRG Stock Holding History

UP Strategic Wealth Investment Advisors’s Portfolio ISRG Stock Details ISRG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-492
Closed -$244K – 99
2025
Q1 		$244K Buy
492
+71
+17% +$35.2K 0.22% 73
2024
Q4 		$220K Buy
+421
New +$220K 0.22% 74