B. Riley Wealth Advisors’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 | $3.45M | Buy |
+6,346
| New | +$3.45M | 0.16% | 129 |
|
|
2024
Q4 | $1.7M | Sell |
3,265
-612
| -16% | -$319K | 0.06% | 309 |
|
|
2024
Q3 | $1.89M | Sell |
3,877
-1,793
| -32% | -$875K | 0.05% | 327 |
|
|
2024
Q2 | $2.52M | Sell |
5,670
-1,796
| -24% | -$799K | 0.06% | 290 |
|
|
2024
Q1 | $2.18M | Buy |
7,466
+1,545
| +26% | +$452K | 0.06% | 323 |
|
|
2023
Q4 | $2M | Sell |
5,921
-1,545
| -21% | -$521K | 0.05% | 359 |
|
|
2023
Q3 | $2.18M | Buy |
7,466
+659
| +10% | +$193K | 0.06% | 323 |
|
|
2023
Q2 | $2.33M | Sell |
6,807
-162
| -2% | -$55.4K | 0.05% | 328 |
|
|
2023
Q1 | $1.78M | Sell |
6,969
-976
| -12% | -$249K | 0.05% | 377 |
|
|
2022
Q4 | $2.11M | Sell |
7,945
-451
| -5% | -$120K | 0.06% | 322 |
|
|
2022
Q3 | $1.57M | Buy |
8,396
+749
| +10% | +$140K | 0.05% | 367 |
|
|
2022
Q2 | $1.54M | Sell |
7,647
-395
| -5% | -$79.4K | 0.06% | 302 |
|
|
2022
Q1 | $2.43M | Buy |
8,042
+352
| +5% | +$106K | 0.08% | 259 |
|
|
2021
Q4 | $2.76M | Buy |
7,690
+1,795
| +30% | +$645K | 0.08% | 272 |
|
|
2021
Q3 | $1.95M | Buy |
5,895
+672
| +13% | +$222K | 0.06% | 338 |
|
|
2021
Q2 | $1.6M | Sell |
5,223
-1,353
| -21% | -$413K | 0.05% | 391 |
|
|
2021
Q1 | $1.62M | Buy |
6,576
+3,330
| +103% | +$822K | 0.06% | 358 |
|
|
2020
Q4 | $886K | Sell |
3,246
-642
| -17% | -$175K | 0.05% | 363 |
|
|
2020
Q3 | $874K | Buy |
3,888
+1,011
| +35% | +$227K | 0.05% | 344 |
|
|
2020
Q2 | $547K | Buy |
2,877
+72
| +3% | +$13.7K | 0.04% | 429 |
|
|
2020
Q1 | $464K | Sell |
2,805
-1,233
| -31% | -$204K | 0.04% | 408 |
|
|
2019
Q4 | $795K | Sell |
4,038
-117
| -3% | -$23K | 0.07% | 283 |
|
|
2019
Q3 | $748K | Sell |
4,155
-273
| -6% | -$49.1K | 0.07% | 281 |
|
|
2019
Q2 | $776K | Sell |
4,428
-378
| -8% | -$66.2K | 0.09% | 247 |
|
|
2019
Q1 | $912K | Buy |
4,806
+264
| +6% | +$50.1K | 0.11% | 201 |
|
|
2018
Q4 | $725K | Sell |
4,542
-966
| -18% | -$154K | 0.1% | 213 |
|
|
2018
Q3 | $1.05M | Buy |
5,508
+450
| +9% | +$86.1K | 0.13% | 184 |
|
|
2018
Q2 | $807K | Buy |
5,058
+1,242
| +33% | +$198K | 0.11% | 208 |
|
|
2018
Q1 | $527K | Buy |
3,816
+1,542
| +68% | +$213K | 0.07% | 296 |
|
|
2017
Q4 | $277K | Buy |
+2,274
| New | +$277K | 0.04% | 481 |
|
|
2015
Q1 | – | Sell |
-279
| Closed | -$17 | – | 1262 |
|
|
2014
Q4 | $17 | Buy |
+279
| New | +$17 | ﹤0.01% | 2629 |
|
|
2014
Q3 | – | Sell |
-9
| Closed | -$305 | – | 1263 |
|
|
2014
Q2 | $305 | Buy |
+9
| New | +$305 | ﹤0.01% | 2387 |
|