Capital Wealth Planning’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	–	Sell	-4,860	Closed	-$2.75M	–	162
2025 Q4	$2.75M	Buy	+4,860	New	+$2.59M	0.02%	116
2025 Q3	–	Sell	-781	Closed	-$424K	–	164
2025 Q2	$424K	Buy	781 +88	+13%	+$46K	﹤0.01%	127
2025 Q1	$343K	Buy	+693	New	+$383K	﹤0.01%	122
2024 Q4	–	Sell	-628	Closed	-$309K	–	145
2024 Q3	$309K	Buy	+628	New	+$292K	﹤0.01%	124
2021 Q4	–	Sell	-687	Closed	-$228K	–	118
2021 Q3	$228K	Sell	687 -159	-19%	-$53.4K	0.01%	100
2021 Q2	$260K	Sell	846 -18	-2%	-$5.05K	0.01%	108
2021 Q1	$213K	Sell	864 -213	-20%	-$53.6K	0.01%	122
2020 Q4	$267K	Sell	1,077 -2,355	-69%	-$585K	0.01%	90
2020 Q3	$812K	Sell	3,432 -441	-11%	-$99K	0.04%	51
2020 Q2	$736K	Buy	3,873 +195	+5%	+$35K	0.04%	58
2020 Q1	$607K	Buy	3,678 +1,152	+46%	+$211K	0.04%	110
2019 Q4	$498K	Buy	2,526 +156	+7%	+$29.2K	0.03%	123
2019 Q3	$433K	Buy	2,370 +351	+17%	+$60.7K	0.03%	150
2019 Q2	$353K	Buy	+2,019	New	+$346K	0.03%	163