Wills Financial Group’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
$245K Hold
450
0.11% 62
2025
Q1
$223K Hold
450
0.1% 60
2024
Q4
$235K Hold
450
0.1% 61
2024
Q3
$221K Hold
450
0.09% 64
2024
Q2
$200K Buy
+450
New +$200K 0.09% 63