Intellectus Partners’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	$3.81M	Buy	8,269 +161	+2%	+$81.5K	0.78%	26
2025 Q4	$4.59M	Buy	8,108 +2,053	+34%	+$1.09M	0.89%	20
2025 Q3	$2.71M	Buy	6,055 +1,510	+33%	+$725K	0.52%	49
2025 Q2	$2.47M	Buy	4,545 +155	+4%	+$81K	0.53%	51
2025 Q1	$2.17M	Buy	4,390 +105	+2%	+$58.1K	0.54%	52
2024 Q4	$2.24M	Sell	4,285 -70	-2%	-$36.5K	0.5%	49
2024 Q3	$2.14M	Sell	4,355 -75	-2%	-$34.9K	0.55%	48
2024 Q2	$1.97M	Sell	4,430 -705	-14%	-$281K	0.54%	48
2024 Q1	$2.05M	Sell	5,135 -100	-2%	-$37.8K	0.54%	51
2023 Q4	$1.77M	Sell	5,235 -275	-5%	-$82K	0.51%	58
2023 Q3	$1.61M	Buy	5,510 +100	+2%	+$31.2K	0.51%	52
2023 Q2	$1.85M	Sell	5,410 -170	-3%	-$51.4K	0.56%	47
2023 Q1	$1.43M	Buy	5,580 +1,770	+46%	+$436K	0.45%	63
2022 Q4	$1.01M	Sell	3,810 -50	-1%	-$12.2K	0.35%	84
2022 Q3	$724K	Sell	3,860 -1,057	-21%	-$227K	0.26%	108
2022 Q2	$987K	Buy	4,917 +2,729	+125%	+$640K	0.34%	82
2022 Q1	$660K	Buy	2,188 +130	+6%	+$38K	0.2%	134
2021 Q4	$739K	Sell	2,058 -30	-1%	-$10.3K	0.19%	144
2021 Q3	$692K	Hold	2,088	–	–	0.17%	152
2021 Q2	$640K	Buy	2,088 +72	+4%	+$20.2K	0.14%	175
2021 Q1	$497K	Hold	2,016	–	–	0.14%	181
2020 Q4	$550K	Buy	2,016 +408	+25%	+$101K	0.16%	153
2020 Q3	$380K	Buy	+1,608	New	+$361K	0.14%	162
2019 Q2	–	Sell	-45	Closed	-$9K	–	289
2019 Q1	$9K	Hold	45	–	–	﹤0.01%	354
2018 Q4	$7K	Hold	45	–	–	﹤0.01%	214
2018 Q3	$9K	Hold	45	–	–	﹤0.01%	483
2018 Q2	$7K	Hold	45	–	–	﹤0.01%	509
2018 Q1	$6K	Hold	45	–	–	﹤0.01%	523
2017 Q4	$5K	Hold	45	–	–	﹤0.01%	543
2017 Q3	$5K	Buy	+45	New	+$4.9K	﹤0.01%	690