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Whipplewood Advisors’s Intuitive Surgical ISRG Stock Holding History

Whipplewood Advisors’s Portfolio ISRG Stock Details ISRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$168K Sell
310
-218
-41% -$118K 0.09% 187
2025
Q1 		$285K Buy
528
+12
+2% +$6.47K 0.17% 128
2024
Q4 		$269K Buy
+516
New +$269K 0.15% 131