CFN

Cordasco Financial Network’s Intuitive Surgical ISRG Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$309K	Buy	1,540 +100	+7%	+$20.1K	0.22%	61
2022 Q1	$434K	Hold	1,440	–	–	0.28%	44
2021 Q4	$517K	Buy	1,440 +960	+200%	+$345K	0.32%	41
2021 Q3	$477K	Hold	480	–	–	0.33%	40
2021 Q2	$441K	Hold	480	–	–	0.31%	40
2021 Q1	$355K	Hold	480	–	–	0.26%	52
2020 Q4	$393K	Hold	480	–	–	0.31%	44
2020 Q3	$341K	Hold	480	–	–	0.3%	47
2020 Q2	$274K	Hold	480	–	–	0.25%	55
2020 Q1	$238K	Hold	480	–	–	0.26%	52
2019 Q4	$284K	Hold	480	–	–	0.25%	49
2019 Q3	$259K	Hold	480	–	–	0.25%	51
2019 Q2	$252K	Hold	480	–	–	0.25%	51
2019 Q1	$274K	Hold	480	–	–	0.28%	46
2018 Q4	$230K	Hold	480	–	–	0.26%	51
2018 Q3	$276K	Hold	480	–	–	0.26%	50
2018 Q2	$230K	Hold	480	–	–	0.23%	62
2018 Q1	$198K	Hold	480	–	–	0.21%	64
2017 Q4	$175K	Buy	480 +320	+200%	+$117K	0.18%	69
2017 Q3	$167K	Hold	160	–	–	0.18%	68
2017 Q2	$150K	Hold	160	–	–	0.17%	68
2017 Q1	$123K	Hold	160	–	–	0.14%	81
2016 Q4	$101K	Hold	160	–	–	0.11%	87
2016 Q3	$106K	Hold	160	–	–	0.12%	89
2016 Q2	$106K	Hold	160	–	–	0.12%	89
2016 Q1	$96K	Hold	160	–	–	0.11%	96
2015 Q4	$87K	Hold	160	–	–	0.08%	101
2015 Q3	$74K	Sell	160 -40	-20%	-$18.5K	0.06%	111
2015 Q2	$97K	Hold	200	–	–	0.08%	101
2015 Q1	$101K	Hold	200	–	–	0.07%	116
2014 Q4	$106K	Hold	200	–	–	0.08%	121
2014 Q3	$92K	Hold	200	–	–	0.07%	129
2014 Q2	$82K	Hold	200	–	–	0.06%	131
2014 Q1	$88K	Hold	200	–	–	0.07%	122
2013 Q4	$77K	Buy	+200	New	+$77K	0.06%	123