B. Riley Wealth Management’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $430 | Sell |
|
|||||
|
2022
Q1 | $723K | Sell |
|
|||||
|
2021
Q4 | $1.14M | Buy |
|
|||||
|
2021
Q3 | $1.05M | Buy |
|
|||||
|
2021
Q2 | $922K | Buy |
|
|||||
|
2021
Q1 | $728K | Buy |
|
|||||
|
2020
Q4 | $734K | Sell |
|
|||||
|
2020
Q3 | $685K | Buy |
|
|||||
|
2020
Q2 | $242K | Sell |
|
|||||
|
2020
Q1 | $234K | Buy |
|
|||||
|
2019
Q4 | $150K | Sell |
|
|||||
|
2019
Q3 | $212K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $327K | Buy |
|
|||||
|
2018
Q3 | $339K | Buy |
|