Werba Rubin Papier Wealth Management’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	$267K	Hold	491	–	–	0.05%	170
2025 Q1	$243K	Sell	491 -1	-0.2%	-$495	0.05%	159
2024 Q4	$257K	Sell	492 -49	-9%	-$25.6K	0.06%	147
2024 Q3	$266K	Buy	541 +33	+6%	+$16.2K	0.06%	139
2024 Q2	$226K	Buy	+508	New	+$226K	0.06%	145