SHGA

Sand Hill Global Advisors’s Intuitive Surgical ISRG Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-1,695	Closed	-$1M	–	128
2019 Q4	$1M	Buy	1,695 +78	+5%	+$46.1K	0.09%	79
2019 Q3	$873K	Hold	1,617	–	–	0.08%	72
2019 Q2	$848K	Buy	1,617 +15	+0.9%	+$7.87K	0.09%	67
2019 Q1	$914K	Hold	1,602	–	–	0.09%	65
2018 Q4	$767K	Sell	1,602 -24	-1%	-$11.5K	0.08%	70
2018 Q3	$933K	Hold	1,626	–	–	0.09%	64
2018 Q2	$778K	Buy	+1,626	New	+$778K	0.08%	69
2018 Q1	–	Sell	-1,602	Closed	-$585K	–	88
2017 Q4	$585K	Buy	1,602 +1,068	+200%	+$390K	0.06%	73
2017 Q3	$558K	Hold	534	–	–	0.06%	72
2017 Q2	$499K	Hold	534	–	–	0.06%	80
2017 Q1	$409K	Sell	534 -7	-1%	-$5.36K	0.05%	66
2016 Q4	$343K	Sell	541 -9	-2%	-$5.71K	0.05%	66
2016 Q3	$399K	Hold	550	–	–	0.06%	58
2016 Q2	$364K	Sell	550 -25	-4%	-$16.5K	0.06%	62
2016 Q1	$346K	Hold	575	–	–	0.05%	63
2015 Q4	$314K	Hold	575	–	–	0.05%	67
2015 Q3	$264K	Sell	575 -75	-12%	-$34.4K	0.04%	72
2015 Q2	$315K	Hold	650	–	–	0.05%	69
2015 Q1	$328K	Hold	650	–	–	0.05%	68
2014 Q4	$344K	Hold	650	–	–	0.06%	69
2014 Q3	$300K	Hold	650	–	–	0.05%	67
2014 Q2	$268K	Hold	650	–	–	0.05%	69
2014 Q1	$285K	Hold	650	–	–	0.06%	67
2013 Q4	$250K	Hold	650	–	–	0.05%	69
2013 Q3	$245K	Hold	650	–	–	0.04%	67
2013 Q2	$329K	Buy	+650	New	+$329K	0.09%	56