BAM
Bruderman Asset Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $564K | Buy |
2,809
+139
| +5% | +$27.9K | 1.01% | 39 |
|
|
2022
Q1 | $805K | Sell |
2,670
-940
| -26% | -$283K | 1.21% | 33 |
|
|
2021
Q4 | $1.29M | Buy |
3,610
+737
| +26% | +$263K | 0.98% | 37 |
|
|
2021
Q3 | $2.86M | Buy |
2,873
+141
| +5% | +$140K | 0.72% | 51 |
|
|
2021
Q2 | $2.51M | Buy |
2,732
+52
| +2% | +$47.8K | 0.78% | 43 |
|
|
2021
Q1 | $1.98M | Buy |
2,680
+102
| +4% | +$75.4K | 0.55% | 60 |
|
|
2020
Q4 | $2.11M | Buy |
2,578
+127
| +5% | +$104K | 0.61% | 58 |
|
|
2020
Q3 | $1.74M | Sell |
2,451
-5,587
| -70% | -$3.96M | 0.57% | 54 |
|
|
2020
Q2 | $4.63M | Buy |
8,038
+663
| +9% | +$382K | 1.53% | 24 |
|
|
2020
Q1 | $3.38M | Buy |
7,375
+290
| +4% | +$133K | 1.34% | 27 |
|
|
2019
Q4 | $4.23M | Sell |
7,085
-529
| -7% | -$316K | 1.32% | 31 |
|
|
2019
Q3 | $4.18M | Buy |
7,614
+4,660
| +158% | +$2.56M | 1.06% | 36 |
|
|
2019
Q2 | $1.55M | Buy |
+2,954
| New | +$1.55M | 0.37% | 58 |
|