Endurance Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	$726K	Hold	2,124	–	–	0.1%	103
2023 Q1	$543K	Hold	2,124	–	–	0.08%	120
2022 Q4	$564K	Hold	2,124	–	–	0.09%	110
2022 Q3	$398K	Hold	2,124	–	–	0.07%	131
2022 Q2	$426K	Hold	2,124	–	–	0.06%	134
2022 Q1	$641K	Hold	2,124	–	–	0.08%	122
2021 Q4	$763K	Hold	2,124	–	–	0.08%	126
2021 Q3	$704K	Hold	2,124	–	–	0.08%	129
2021 Q2	$651K	Hold	2,124	–	–	0.07%	131
2021 Q1	$523K	Hold	2,124	–	–	0.06%	142
2020 Q4	$579K	Sell	2,124 -54	-2%	-$14.7K	0.07%	134
2020 Q3	$515K	Hold	2,178	–	–	0.08%	126
2020 Q2	$414K	Hold	2,178	–	–	0.07%	139
2020 Q1	$360K	Hold	2,178	–	–	0.07%	137
2019 Q4	$429K	Hold	2,178	–	–	0.07%	140
2019 Q3	$392K	Hold	2,178	–	–	0.07%	143
2019 Q2	$381K	Hold	2,178	–	–	0.06%	142
2019 Q1	$414K	Hold	2,178	–	–	0.07%	133
2018 Q4	$348K	Hold	2,178	–	–	0.06%	137
2018 Q3	$417K	Sell	2,178 -72	-3%	-$13.8K	0.07%	135
2018 Q2	$359K	Hold	2,250	–	–	0.06%	141
2018 Q1	$310K	Hold	2,250	–	–	0.05%	149
2017 Q4	$274K	Hold	2,250	–	–	0.04%	151
2017 Q3	$261K	Hold	2,250	–	–	0.04%	151
2017 Q2	$234K	Hold	2,250	–	–	0.04%	157
2017 Q1	$192K	Hold	2,250	–	–	0.03%	170
2016 Q4	$159K	Hold	2,250	–	–	0.03%	185
2016 Q3	$181K	Hold	2,250	–	–	0.03%	175
2016 Q2	$165K	Hold	2,250	–	–	0.03%	174
2016 Q1	$150	Hold	2,250	–	–	0.02%	182
2015 Q4	$137K	Hold	2,250	–	–	0.03%	192
2015 Q3	$115K	Hold	2,250	–	–	0.02%	203
2015 Q2	$121K	Buy	+2,250	New	+$121K	0.02%	201