Capital Market Strategies’s Intuitive Surgical ISRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$524K	Sell	965 -89	-8%	-$46.5K	0.36%	51
2025 Q1	$522K	Sell	1,054 -183	-15%	-$101K	0.35%	55
2024 Q4	$646K	Buy	1,237 +90	+8%	+$46.9K	0.37%	55
2024 Q3	$563K	Sell	1,147 -19	-2%	-$8.85K	0.34%	57
2024 Q2	$519K	Sell	1,166 -24	-2%	-$9.56K	0.33%	58
2024 Q1	$475K	Buy	1,190 +5	+0.4%	+$1.89K	0.36%	65
2023 Q4	$400K	Sell	1,185 -16	-1%	-$4.77K	0.35%	70
2023 Q3	$346K	Buy	1,201 +174	+17%	+$54.3K	0.35%	75
2023 Q2	$351K	Buy	+1,027	New	+$311K	0.33%	78
2023 Q1	–	Sell	-1,108	Closed	-$294K	–	84
2022 Q4	$294K	Sell	1,108 -90	-8%	-$21.9K	0.32%	89
2022 Q3	$225K	Sell	1,198 -429	-26%	-$92.1K	0.25%	107
2022 Q2	$327K	Hold	1,627	–	–	0.34%	85
2022 Q1	$491K	Buy	1,627 +973	+149%	+$284K	0.42%	57
2021 Q4	$235K	Buy	+654	New	+$225K	0.19%	129