Ashford Capital Management’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	$2.05M	Buy	3,781 +558	+17%	+$303K	0.24%	57
2025 Q1	$1.6M	Buy	3,223 +2,773	+616%	+$1.37M	0.21%	63
2024 Q4	$235K	Hold	450	–	–	0.03%	99
2024 Q3	$221K	Hold	450	–	–	0.03%	100
2024 Q2	$200K	Buy	+450	New	+$200K	0.03%	96