Warther Private Wealth’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	$547K	Sell	1,007 -109	-10%	-$59.2K	0.14%	36
2025 Q1	$553K	Buy	1,116 +20	+2%	+$9.91K	0.18%	34
2024 Q4	$572K	Buy	1,096 +7	+0.6%	+$3.65K	0.19%	40
2024 Q3	$535K	Hold	1,089	–	–	0.19%	43
2024 Q2	$484K	Buy	+1,089	New	+$484K	0.19%	47