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Williamson Legacy Group’s Intuitive Surgical ISRG Stock Holding History

Williamson Legacy Group’s Portfolio ISRG Stock Details ISRG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,344
Closed -$666K – 123
2025
Q1 		$666K Buy
1,344
+151
+13% +$74.8K 0.63% 73
2024
Q4 		$623K Buy
1,193
+93
+8% +$48.5K 0.42% 79
2024
Q3 		$540K Buy
+1,100
New +$540K 0.36% 83