Colonial Trust 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	$107K	Buy	233 +12	+5%	+$6.07K	0.01%	264
2025 Q4	$125K	Buy	221 +64	+41%	+$34.1K	0.01%	245
2025 Q3	$70.2K	Buy	157 +10	+7%	+$4.8K	0.01%	296
2025 Q2	$79.9K	Buy	147 +45	+44%	+$23.5K	0.01%	286
2025 Q1	$50.5K	Buy	102 +100	+5,000%	+$55.3K	﹤0.01%	336
2024 Q4	$1.04K	Sell	2 -39	-95%	-$20.3K	﹤0.01%	635
2024 Q3	$20.1K	Hold	41	–	–	﹤0.01%	450
2024 Q2	$18.2K	Sell	41 -16	-28%	-$6.37K	﹤0.01%	439
2024 Q1	$22.7K	Buy	57 +46	+418%	+$17.4K	﹤0.01%	445
2023 Q4	$3.71K	Buy	11 +2	+22%	+$596	﹤0.01%	642
2023 Q3	$2.63K	Hold	9	–	–	﹤0.01%	687
2023 Q2	$3.08K	Hold	9	–	–	﹤0.01%	693
2023 Q1	$2.3K	Sell	9 -1	-10%	-$246	﹤0.01%	715
2022 Q4	$2.65K	Buy	+10	New	+$2.44K	﹤0.01%	692