Cornerstone Planning Group’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	$93.9K	Buy	208 +5	+2%	+$2.53K	0.01%	257
2025 Q4	$106K	Buy	203 +21	+12%	+$11.2K	0.02%	209
2025 Q3	$96.5K	Buy	182 +69	+61%	+$33.1K	0.02%	216
2025 Q2	$53.9K	Sell	113 -2	-2%	-$1.05K	0.01%	227
2025 Q1	$56.1K	Buy	115 +43	+60%	+$23.8K	0.01%	219
2024 Q4	$41.3K	Sell	72 -28	-28%	-$14.6K	0.01%	212
2024 Q3	$51.6K	Sell	100 -9	-8%	-$4.19K	0.01%	185
2024 Q2	$47.7K	Buy	109 +1	+0.9%	+$398	0.01%	206
2024 Q1	$41.2K	Sell	108 -57	-35%	-$21.5K	0.01%	193
2023 Q4	$55.7K	Buy	165 +14	+9%	+$4.17K	0.02%	172
2023 Q3	$44.1K	Buy	151 +2	+1%	+$625	0.02%	197
2023 Q2	$50.9K	Buy	+149	New	+$45.1K	0.02%	238
2022 Q4	$25K	Buy	+99	New	+$24.1K	0.01%	397