Wellspring Financial Advisors’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
$292K Buy
+537
New +$292K 0.03% 114
2024
Q4
Sell
-709
Closed -$348K 163
2024
Q3
$348K Buy
+709
New +$348K 0.04% 105