Ulland Investment Advisors’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	$138K	Hold	300	–	–	0.12%	82
2025 Q4	$170K	Hold	300	–	–	0.14%	71
2025 Q3	$134K	Hold	300	–	–	0.1%	77
2025 Q2	$163K	Sell	300 -173	-37%	-$90.5K	0.12%	70
2025 Q1	$234K	Sell	473 -265	-36%	-$147K	0.2%	56
2024 Q4	$385K	Hold	738	–	–	0.25%	42
2024 Q3	$363K	Hold	738	–	–	0.27%	43
2024 Q2	$328K	Hold	738	–	–	0.23%	46
2024 Q1	$295K	Hold	738	–	–	0.24%	44
2023 Q4	$249K	Sell	738 -116	-14%	-$34.6K	0.25%	48
2023 Q3	$250K	Buy	854 +8	+0.9%	+$2.5K	0.27%	46
2023 Q2	$289K	Hold	846	–	–	0.3%	46
2023 Q1	$216K	Sell	846 -10	-1%	-$2.46K	0.25%	53
2022 Q4	$227K	Sell	856 -1,025	-54%	-$250K	0.27%	52
2022 Q3	$353K	Sell	1,881 -45	-2%	-$9.66K	0.39%	42
2022 Q2	$387K	Sell	1,926 -520	-21%	-$122K	0.4%	44
2022 Q1	$738K	Sell	2,446 -14	-0.6%	-$4.09K	0.55%	38
2021 Q4	$884K	Buy	+2,460	New	+$846K	0.56%	37