Ipswich Investment Management’s Intuitive Surgical ISRG Stock Holding History

Ipswich Investment Management’s Portfolio ISRG Stock Details ISRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$569K	Hold	1,048	–	–	0.14%	117
2025 Q1	$519K	Buy	1,048 +40	+4%	+$19.8K	0.13%	119
2024 Q4	$526K	Buy	1,008 +13	+1%	+$6.79K	0.13%	118
2024 Q3	$489K	Hold	995	–	–	0.11%	127
2024 Q2	$443K	Buy	995 +45	+5%	+$20K	0.1%	131
2024 Q1	$379K	Hold	950	–	–	0.09%	145
2023 Q4	$320K	Hold	950	–	–	0.08%	148
2023 Q3	$278K	Hold	950	–	–	0.08%	154
2023 Q2	$325K	Buy	950 +5	+0.5%	+$1.71K	0.09%	150
2023 Q1	$241K	Hold	945	–	–	0.07%	167
2022 Q4	$251K	Buy	+945	New	+$251K	0.07%	162
2022 Q2	–	Sell	-945	Closed	-$285K	–	183
2022 Q1	$285K	Hold	945	–	–	0.07%	164
2021 Q4	$340K	Sell	945 -30	-3%	-$10.8K	0.08%	162
2021 Q3	$323K	Buy	975 +30	+3%	+$9.94K	0.08%	162
2021 Q2	$290K	Hold	945	–	–	0.07%	168
2021 Q1	$233K	Hold	945	–	–	0.07%	175
2020 Q4	$258K	Hold	945	–	–	0.08%	158
2020 Q3	$224K	Buy	+945	New	+$224K	0.07%	157
2019 Q1	–	Sell	-1,005	Closed	-$160K	–	281
2018 Q4	$160K	Sell	1,005 -450	-31%	-$71.6K	0.06%	177
2018 Q3	$278K	Buy	+1,455	New	+$278K	0.09%	142
2017 Q2	–	Sell	-3,510	Closed	-$299K	–	136
2017 Q1	$299K	Buy	3,510 +405	+13%	+$34.5K	0.13%	109
2016 Q4	$219K	Sell	3,105 -1,800	-37%	-$127K	0.1%	120
2016 Q3	$395K	Hold	4,905	–	–	0.19%	92
2016 Q2	$360K	Buy	4,905 +225	+5%	+$16.5K	0.18%	97
2016 Q1	$324K	Sell	4,680 -630	-12%	-$43.6K	0.15%	99
2015 Q4	$322K	Hold	5,310	–	–	0.15%	99
2015 Q3	$271K	Hold	5,310	–	–	0.13%	114
2015 Q2	$286K	Sell	5,310 -450	-8%	-$24.2K	0.13%	106
2015 Q1	$323K	Hold	5,760	–	–	0.14%	100
2014 Q4	$339K	Hold	5,760	–	–	0.14%	100
2014 Q3	$296K	Sell	5,760 -900	-14%	-$46.3K	0.13%	99
2014 Q2	$305K	Hold	6,660	–	–	0.12%	111
2014 Q1	$324K	Sell	6,660 -450	-6%	-$21.9K	0.14%	96
2013 Q4	$303K	Hold	7,110	–	–	0.13%	110
2013 Q3	$297K	Hold	7,110	–	–	0.13%	108
2013 Q2	$400K	Buy	+7,110	New	+$400K	0.17%	103