B. Riley Wealth Management’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $430 | Sell |
2,144
-253
| -11% | -$51 | ﹤0.01% | 446 |
|
|
2022
Q1 | $723K | Sell |
2,397
-787
| -25% | -$237K | 0.06% | 260 |
|
|
2021
Q4 | $1.14M | Buy |
3,184
+10
| +0.3% | +$3.59K | 0.08% | 214 |
|
|
2021
Q3 | $1.05M | Buy |
3,174
+165
| +5% | +$54.7K | 0.08% | 218 |
|
|
2021
Q2 | $922K | Buy |
3,009
+54
| +2% | +$16.5K | 0.1% | 170 |
|
|
2021
Q1 | $728K | Buy |
2,955
+264
| +10% | +$65K | 0.09% | 187 |
|
|
2020
Q4 | $734K | Sell |
2,691
-204
| -7% | -$55.6K | 0.09% | 169 |
|
|
2020
Q3 | $685K | Buy |
2,895
+1,623
| +128% | +$384K | 0.08% | 191 |
|
|
2020
Q2 | $242K | Sell |
1,272
-147
| -10% | -$28K | 0.03% | 342 |
|
|
2020
Q1 | $234K | Buy |
1,419
+660
| +87% | +$109K | 0.02% | 409 |
|
|
2019
Q4 | $150K | Sell |
759
-417
| -35% | -$82.4K | 0.02% | 377 |
|
|
2019
Q3 | $212K | Buy |
+1,176
| New | +$212K | 0.04% | 328 |
|
|
2019
Q1 | – | Sell |
-2,049
| Closed | -$327K | – | 411 |
|
|
2018
Q4 | $327K | Buy |
2,049
+279
| +16% | +$44.5K | 0.07% | 235 |
|
|
2018
Q3 | $339K | Buy |
+1,770
| New | +$339K | 0.08% | 203 |
|