Harfst & Associates’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	$1.66M	Buy	3,610 +443	+14%	+$224K	0.3%	64
2025 Q4	$1.79M	Buy	3,167 +56	+2%	+$29.8K	0.32%	58
2025 Q3	$1.39M	Buy	3,111 +92	+3%	+$44.1K	0.26%	76
2025 Q2	$1.64M	Buy	3,019 +1,663	+123%	+$870K	0.34%	59
2025 Q1	$672K	Buy	+1,356	New	+$750K	0.16%	78
2021 Q1	–	Sell	-2,370	Closed	-$646K	–	141
2020 Q4	$646K	Buy	2,370 +867	+58%	+$215K	0.24%	75
2020 Q3	$355K	Buy	1,503 +48	+3%	+$10.8K	0.15%	86
2020 Q2	$276K	Buy	1,455 +18	+1%	+$3.23K	0.12%	92
2020 Q1	$237K	Buy	1,437 +18	+1%	+$3.3K	0.12%	88
2019 Q4	$279K	Sell	1,419 -15	-1%	-$2.81K	0.11%	85
2019 Q3	$258K	Buy	1,434 +96	+7%	+$16.6K	0.11%	84
2019 Q2	$233K	Hold	1,338	–	–	0.1%	87
2019 Q1	$254K	Buy	1,338 +48	+4%	+$8.53K	0.11%	86
2018 Q4	$205K	Buy	1,290 +30	+2%	+$5.08K	0.1%	86
2018 Q3	$241K	Buy	+1,260	New	+$224K	0.1%	77