Aptus Capital Advisors’s Intuitive Surgical ISRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$27.7M	Sell	60,166 -678	-1%	-$343K	0.23%	92
2025 Q4	$34.5M	Buy	60,844 +2,816	+5%	+$1.5M	0.29%	77
2025 Q3	$26M	Buy	58,028 +4,649	+9%	+$2.23M	0.24%	111
2025 Q2	$29M	Buy	53,379 +5,771	+12%	+$3.02M	0.29%	85
2025 Q1	$23.6M	Buy	47,608 +4,091	+9%	+$2.26M	0.27%	91
2024 Q4	$22.7M	Buy	43,517 +13,367	+44%	+$6.96M	0.27%	93
2024 Q3	$14.8M	Buy	30,150 +4,543	+18%	+$2.12M	0.23%	110
2024 Q2	$11.4M	Buy	25,607 +19,950	+353%	+$7.95M	0.22%	103
2024 Q1	$2.26M	Buy	5,657 +785	+16%	+$297K	0.05%	285
2023 Q4	$1.64M	Sell	4,872 -6,430	-57%	-$1.92M	0.05%	245
2023 Q3	$3.3M	Buy	11,302 +1,135	+11%	+$354K	0.1%	171
2023 Q2	$3.48M	Buy	10,167 +142	+1%	+$43K	0.1%	180
2023 Q1	$2.56M	Buy	10,025 +7,482	+294%	+$1.84M	0.07%	191
2022 Q4	$675K	Sell	2,543 -11,404	-82%	-$2.78M	0.02%	314
2022 Q3	$2.61M	Sell	13,947 -1,931	-12%	-$415K	0.08%	177
2022 Q2	$3.19M	Sell	15,878 -706	-4%	-$166K	0.11%	137
2022 Q1	$5M	Buy	16,584 +2,828	+21%	+$826K	0.15%	103
2021 Q4	$4.94M	Sell	13,756 -470	-3%	-$162K	0.17%	94
2021 Q3	$4.71M	Sell	14,226 -360	-2%	-$121K	0.19%	93
2021 Q2	$4.47M	Hold	14,586	–	–	0.2%	82
2021 Q1	$3.59M	Sell	14,586 -3,333	-19%	-$839K	0.19%	88
2020 Q4	$4.89M	Buy	17,919 +1,284	+8%	+$319K	0.29%	69
2020 Q3	$3.93M	Buy	16,635 +3,633	+28%	+$816K	0.28%	74
2020 Q2	$2.47M	Buy	13,002 +11,529	+783%	+$2.07M	0.21%	94
2020 Q1	$243K	Hold	1,473	–	–	0.02%	243
2019 Q4	$290K	Hold	1,473	–	–	0.03%	306
2019 Q3	$265K	Hold	1,473	–	–	0.03%	329
2019 Q2	$257K	Hold	1,473	–	–	0.04%	294
2019 Q1	$280K	Buy	+1,473	New	+$262K	0.05%	264