B. Riley Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.45M | Buy |
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|
2024
Q4 | $1.7M | Sell |
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|
2024
Q3 | $1.89M | Sell |
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|
2024
Q2 | $2.52M | Sell |
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|
2024
Q1 | $2.18M | Buy |
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|
2023
Q4 | $2M | Sell |
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|
2023
Q3 | $2.18M | Buy |
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|
2023
Q2 | $2.33M | Sell |
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|
2023
Q1 | $1.78M | Sell |
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|
2022
Q4 | $2.11M | Sell |
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|
2022
Q3 | $1.57M | Buy |
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|
2022
Q2 | $1.54M | Sell |
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|
2022
Q1 | $2.43M | Buy |
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|
2021
Q4 | $2.76M | Buy |
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|
2021
Q3 | $1.95M | Buy |
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|
2021
Q2 | $1.6M | Sell |
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|
2021
Q1 | $1.62M | Buy |
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|
2020
Q4 | $886K | Sell |
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|
2020
Q3 | $874K | Buy |
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|
2020
Q2 | $547K | Buy |
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|
2020
Q1 | $464K | Sell |
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|
2019
Q4 | $795K | Sell |
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|
2019
Q3 | $748K | Sell |
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|
2019
Q2 | $776K | Sell |
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|
2019
Q1 | $912K | Buy |
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|
2018
Q4 | $725K | Sell |
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|
2018
Q3 | $1.05M | Buy |
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|
2018
Q2 | $807K | Buy |
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|
2018
Q1 | $527K | Buy |
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|
2017
Q4 | $277K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $17 | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $305 | Buy |
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