Clarus Group’s Intuitive Surgical ISRG Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$499K	Buy	919 +30	+3%	+$16.3K	0.18%	53
2025 Q1	$440K	Buy	889 +4	+0.5%	+$1.98K	0.17%	60
2024 Q4	$462K	Hold	885	–	–	0.16%	59
2024 Q3	$435K	Hold	885	–	–	0.18%	62
2024 Q2	$394K	Hold	885	–	–	0.17%	70
2024 Q1	$353K	Sell	885 -10	-1%	-$3.99K	0.25%	70
2023 Q4	$302K	Hold	895	–	–	0.23%	77
2023 Q3	$262K	Hold	895	–	–	0.19%	88
2023 Q2	$306K	Sell	895 -490	-35%	-$168K	0.22%	80
2023 Q1	$354K	Sell	1,385 -15	-1%	-$3.83K	0.33%	51
2022 Q4	$371K	Hold	1,400	–	–	0.33%	54
2022 Q3	$262K	Hold	1,400	–	–	0.24%	67
2022 Q2	$281K	Hold	1,400	–	–	0.24%	71
2022 Q1	$422K	Buy	1,400 +500	+56%	+$151K	0.29%	56
2021 Q4	$292K	Buy	900 +600	+200%	+$195K	0.2%	78
2021 Q3	$298K	Hold	300	–	–	0.21%	81
2021 Q2	$285K	Hold	300	–	–	0.21%	76
2021 Q1	$228K	Hold	300	–	–	0.19%	89
2020 Q4	$242K	Buy	+300	New	+$242K	0.21%	84