HoyleCohen’s Intuitive Surgical ISRG Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$9.86M	Buy	22,172 +2	+0%	+$890	0.75%	39
2024 Q1	$8.85M	Sell	22,170 -830	-4%	-$331K	0.68%	41
2023 Q4	$7.76M	Hold	23,000	–	–	0.63%	47
2023 Q3	$6.72M	Buy	23,000 +12	+0.1%	+$3.51K	0.62%	45
2023 Q2	$7.86M	Hold	22,988	–	–	0.69%	41
2023 Q1	$5.87M	Hold	22,988	–	–	0.55%	55
2022 Q4	$6.1M	Buy	22,988 +70	+0.3%	+$18.6K	0.61%	51
2022 Q3	$4.3M	Hold	22,918	–	–	0.47%	60
2022 Q2	$4.6M	Sell	22,918 -189	-0.8%	-$37.9K	0.48%	59
2022 Q1	$6.97M	Sell	23,107 -26	-0.1%	-$7.84K	0.6%	47
2021 Q4	$8.31M	Buy	23,133 +15,490	+203%	+$5.57M	0.69%	37
2021 Q3	$7.6M	Sell	7,643 -155	-2%	-$154K	0.72%	36
2021 Q2	$7.17K	Hold	7,798	–	–	0.56%	43
2021 Q1	$5.76M	Hold	7,798	–	–	0.59%	47
2020 Q4	$6.38M	Buy	7,798 +30	+0.4%	+$24.5K	0.74%	35
2020 Q3	$5.51M	Hold	7,768	–	–	0.81%	29
2020 Q2	$4.43M	Hold	7,768	–	–	0.74%	39
2020 Q1	$3.85M	Buy	7,768 +90	+1%	+$44.6K	0.77%	36
2019 Q4	$4.54M	Hold	7,678	–	–	0.72%	42
2019 Q3	$4.15M	Hold	7,678	–	–	0.71%	42
2019 Q2	$4.03M	Hold	7,678	–	–	0.7%	42
2019 Q1	$4.38M	Hold	7,678	–	–	0.77%	40
2018 Q4	$3.68M	Hold	7,678	–	–	0.75%	42
2018 Q3	$4.41M	Sell	7,678 -400	-5%	-$230K	0.83%	38
2018 Q2	$3.87M	Sell	8,078 -360	-4%	-$172K	0.78%	40
2018 Q1	$3.48M	Buy	8,438 +25	+0.3%	+$10.3K	0.71%	45
2017 Q4	$3.07M	Buy	+8,413	New	+$3.07M	0.61%	52