WWM
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Whalen Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Whalen Wealth Management’s Portfolio ISRG Stock Details ISRG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-856
Closed -$424K – 210
2025
Q1 		$424K Buy
+856
New +$424K 0.28% 78