Institutional & Family Asset Management’s Intuitive Surgical ISRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$48K	Buy	108 +6	+6%	+$2.39K	0.01%	239
2024 Q1	$40.7K	Sell	102 -3,602	-97%	-$1.36M	0.01%	256
2023 Q4	$1.25M	Hold	3,704	–	–	0.21%	88
2023 Q3	$1.08M	Hold	3,704	–	–	0.18%	91
2023 Q2	$1.27M	Sell	3,704 -3	-0.1%	-$908	0.21%	84
2023 Q1	$947K	Sell	3,707 -9	-0.2%	-$2.22K	0.16%	97
2022 Q4	$986K	Hold	3,716	–	–	0.16%	93
2022 Q3	$697K	Hold	3,716	–	–	0.12%	98
2022 Q2	$746K	Hold	3,716	–	–	0.13%	96
2022 Q1	$1.12M	Buy	3,716 +16	+0.4%	+$4.67K	0.18%	90
2021 Q4	$1.33M	Buy	3,700 +100	+3%	+$34.4K	0.21%	86
2021 Q3	$1.19M	Hold	3,600	–	–	0.19%	89
2021 Q2	$1.1M	Hold	3,600	–	–	0.18%	91
2021 Q1	$887K	Hold	3,600	–	–	0.17%	91
2020 Q4	$982K	Hold	3,600	–	–	0.21%	88
2020 Q3	$851K	Sell	3,600 -975	-21%	-$219K	0.2%	90
2020 Q2	$869K	Hold	4,575	–	–	0.18%	89
2020 Q1	$755K	Hold	4,575	–	–	0.17%	89
2019 Q4	$902K	Sell	4,575 -45	-1%	-$8.43K	0.19%	91
2019 Q3	$831K	Hold	4,620	–	–	0.18%	93
2019 Q2	$808K	Buy	4,620 +420	+10%	+$72K	0.17%	93
2019 Q1	$799K	Buy	4,200 +315	+8%	+$56K	0.17%	96
2018 Q4	$620K	Hold	3,885	–	–	0.14%	101
2018 Q3	$743K	Hold	3,885	–	–	0.15%	99
2018 Q2	$620K	Buy	3,885 +15	+0.4%	+$2.29K	0.13%	102
2018 Q1	$533K	Hold	3,870	–	–	0.11%	109
2017 Q4	$471K	Hold	3,870	–	–	0.09%	116
2017 Q3	$450K	Buy	3,870 +270	+8%	+$29.4K	0.09%	130
2017 Q2	$374K	Hold	3,600	–	–	0.09%	104
2017 Q1	$307K	Hold	3,600	–	–	0.1%	109
2016 Q4	$254K	Hold	3,600	–	–	0.08%	115
2016 Q3	$290K	Hold	3,600	–	–	0.1%	103
2016 Q2	$265K	Hold	3,600	–	–	0.09%	104
2016 Q1	$218K	Hold	3,600	–	–	0.08%	119
2015 Q4	$218K	Buy	+3,600	New	+$202K	0.08%	118