Tompkins Financial’s Intuitive Surgical ISRG Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$8.72M	Sell	16,042 -733	-4%	-$398K	0.8%	37
2025 Q1	$8.31M	Sell	16,775 -19	-0.1%	-$9.41K	0.8%	38
2024 Q4	$8.77M	Buy	16,794 +1	+0%	+$522	0.82%	35
2024 Q3	$8.25M	Sell	16,793 -2,452	-13%	-$1.2M	0.79%	39
2024 Q2	$8.56M	Sell	19,245 -194	-1%	-$86.3K	0.9%	33
2024 Q1	$7.76M	Buy	19,439 +531	+3%	+$212K	0.88%	38
2023 Q4	$6.38M	Buy	18,908 +3,494	+23%	+$1.18M	0.77%	42
2023 Q3	$4.51M	Buy	15,414 +363	+2%	+$106K	0.71%	45
2023 Q2	$5.15M	Sell	15,051 -253	-2%	-$86.5K	0.81%	40
2023 Q1	$3.91M	Buy	15,304 +72	+0.5%	+$18.4K	0.64%	48
2022 Q4	$4.04M	Buy	15,232 +310	+2%	+$82.3K	0.64%	44
2022 Q3	$2.8M	Buy	14,922 +92	+0.6%	+$17.2K	0.47%	52
2022 Q2	$2.98M	Buy	14,830 +773	+5%	+$155K	0.48%	53
2022 Q1	$4.24M	Buy	14,057 +636	+5%	+$192K	0.6%	50
2021 Q4	$4.82M	Buy	13,421 +9,145	+214%	+$3.29M	0.86%	45
2021 Q3	$4.25M	Buy	+4,276	New	+$4.25M	0.78%	49
2021 Q1	$2.26M	Buy	3,064 +180	+6%	+$133K	0.38%	57
2020 Q4	$2.36M	Buy	2,884 +321	+13%	+$263K	0.42%	55
2020 Q3	$1.82M	Buy	2,563 +25	+1%	+$17.7K	0.35%	66
2020 Q2	$1.45M	Buy	2,538 +258	+11%	+$147K	0.3%	67
2020 Q1	$1.13M	Buy	2,280 +4	+0.2%	+$1.98K	0.26%	70
2019 Q4	$1.35M	Buy	2,276 +254	+13%	+$150K	0.25%	72
2019 Q3	$1.09M	Buy	2,022 +70	+4%	+$37.8K	0.22%	72
2019 Q2	$1.02M	Buy	1,952 +313	+19%	+$164K	0.21%	76
2019 Q1	$935K	Buy	+1,639	New	+$935K	0.18%	82
2013 Q3	–	Sell	-43	Closed	-$22K	–	483
2013 Q2	$22K	Buy	+43	New	+$22K	0.01%	342