Stone Run Capital’s Intuitive Surgical ISRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.36M	Hold	2,500	–	–	0.54%	46
2025 Q1	$1.24M	Hold	2,500	–	–	0.52%	47
2024 Q4	$1.3M	Hold	2,500	–	–	0.51%	47
2024 Q3	$1.23M	Hold	2,500	–	–	0.46%	45
2024 Q2	$1.11M	Hold	2,500	–	–	0.44%	47
2024 Q1	$998K	Hold	2,500	–	–	0.38%	46
2023 Q4	$843K	Sell	2,500 -2	-0.1%	-$675	0.36%	45
2023 Q3	$731K	Hold	2,502	–	–	0.36%	39
2023 Q2	$856K	Hold	2,502	–	–	0.38%	41
2023 Q1	$639K	Hold	2,502	–	–	0.31%	43
2022 Q4	$664K	Sell	2,502 -2,800	-53%	-$743K	0.34%	41
2022 Q3	$994K	Sell	5,302 -2,050	-28%	-$384K	0.54%	35
2022 Q2	$1.48M	Sell	7,352 -3,423	-32%	-$687K	0.74%	36
2022 Q1	$3.25M	Buy	10,775 +4,825	+81%	+$1.46M	1.2%	31
2021 Q4	$2.14M	Buy	5,950 +1,300	+28%	+$467K	0.69%	40
2021 Q3	$1.54M	Buy	4,650 +1,950	+72%	+$646K	0.53%	41
2021 Q2	$828K	Hold	2,700	–	–	0.29%	46
2021 Q1	$665K	Hold	2,700	–	–	0.25%	47
2020 Q4	$736K	Hold	2,700	–	–	0.29%	43
2020 Q3	$639K	Hold	2,700	–	–	0.29%	44
2020 Q2	$513K	Hold	2,700	–	–	0.25%	44
2020 Q1	$446K	Hold	2,700	–	–	0.26%	49
2019 Q4	$532K	Hold	2,700	–	–	0.24%	46
2019 Q3	$486K	Hold	2,700	–	–	0.23%	46
2019 Q2	$472K	Hold	2,700	–	–	0.22%	47
2019 Q1	$514K	Hold	2,700	–	–	0.25%	46
2018 Q4	$431K	Hold	2,700	–	–	0.27%	47
2018 Q3	$517K	Hold	2,700	–	–	0.24%	53
2018 Q2	$431K	Hold	2,700	–	–	0.23%	51
2018 Q1	$372K	Hold	2,700	–	–	0.2%	54
2017 Q4	$328K	Hold	2,700	–	–	0.17%	62
2017 Q3	$314K	Hold	2,700	–	–	0.16%	65
2017 Q2	$281K	Hold	2,700	–	–	0.16%	64
2017 Q1	$230K	Buy	+2,700	New	+$230K	0.14%	65
2016 Q4	–	Sell	-2,700	Closed	-$217K	–	69
2016 Q3	$217K	Buy	+2,700	New	+$217K	0.14%	67