IFAM

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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$48K	Buy	108 +6	+6%	+$2.67K	0.01%	238
2024 Q1	$40.7K	Sell	102 -3,602	-97%	-$1.44M	0.01%	254
2023 Q4	$1.25M	Hold	3,704	–	–	0.21%	87
2023 Q3	$1.08M	Hold	3,704	–	–	0.18%	90
2023 Q2	$1.27M	Sell	3,704 -3	-0.1%	-$1.03K	0.21%	83
2023 Q1	$947K	Sell	3,707 -9	-0.2%	-$2.3K	0.16%	96
2022 Q4	$986K	Hold	3,716	–	–	0.16%	92
2022 Q3	$697K	Hold	3,716	–	–	0.12%	97
2022 Q2	$746K	Hold	3,716	–	–	0.13%	95
2022 Q1	$1.12M	Buy	3,716 +16	+0.4%	+$4.83K	0.18%	89
2021 Q4	$1.33M	Buy	3,700 +2,500	+208%	+$898K	0.21%	85
2021 Q3	$1.19M	Hold	1,200	–	–	0.19%	88
2021 Q2	$1.1M	Hold	1,200	–	–	0.18%	90
2021 Q1	$887K	Hold	1,200	–	–	0.17%	90
2020 Q4	$982K	Hold	1,200	–	–	0.21%	87
2020 Q3	$851K	Sell	1,200 -325	-21%	-$230K	0.2%	89
2020 Q2	$869K	Hold	1,525	–	–	0.18%	88
2020 Q1	$755K	Hold	1,525	–	–	0.17%	88
2019 Q4	$902K	Sell	1,525 -15	-1%	-$8.87K	0.19%	90
2019 Q3	$831K	Hold	1,540	–	–	0.18%	92
2019 Q2	$808K	Buy	1,540 +140	+10%	+$73.5K	0.17%	92
2019 Q1	$799K	Buy	1,400 +105	+8%	+$59.9K	0.17%	95
2018 Q4	$620K	Hold	1,295	–	–	0.14%	100
2018 Q3	$743K	Hold	1,295	–	–	0.15%	98
2018 Q2	$620K	Buy	1,295 +5	+0.4%	+$2.39K	0.13%	101
2018 Q1	$533K	Hold	1,290	–	–	0.11%	108
2017 Q4	$471K	Buy	1,290 +860	+200%	+$314K	0.09%	115
2017 Q3	$450K	Buy	430 +30	+8%	+$31.4K	0.09%	129
2017 Q2	$374K	Hold	400	–	–	0.09%	104
2017 Q1	$307K	Hold	400	–	–	0.1%	109
2016 Q4	$254K	Hold	400	–	–	0.08%	115
2016 Q3	$290K	Hold	400	–	–	0.1%	103
2016 Q2	$265K	Hold	400	–	–	0.09%	104
2016 Q1	$218K	Hold	400	–	–	0.08%	119
2015 Q4	$218K	Buy	+400	New	+$218K	0.08%	118