RWM
Ritholtz Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.06M | Buy |
5,633
+895
| +19% | +$486K | 0.07% | 196 |
|
|
2025
Q1 | $2.35M | Buy |
4,738
+273
| +6% | +$135K | 0.07% | 214 |
|
|
2024
Q4 | $2.33M | Buy |
4,465
+44
| +1% | +$23K | 0.07% | 197 |
|
|
2024
Q3 | $2.17M | Buy |
4,421
+546
| +14% | +$268K | 0.07% | 212 |
|
|
2024
Q2 | $1.72M | Buy |
3,875
+148
| +4% | +$65.8K | 0.06% | 231 |
|
|
2024
Q1 | $1.49M | Buy |
3,727
+179
| +5% | +$71.4K | 0.05% | 254 |
|
|
2023
Q4 | $1.2M | Buy |
3,548
+2
| +0.1% | +$675 | 0.05% | 271 |
|
|
2023
Q3 | $1.04M | Buy |
3,546
+708
| +25% | +$207K | 0.05% | 270 |
|
|
2023
Q2 | $970K | Buy |
2,838
+318
| +13% | +$109K | 0.04% | 277 |
|
|
2023
Q1 | $644K | Sell |
2,520
-106
| -4% | -$27.1K | 0.03% | 353 |
|
|
2022
Q4 | $697K | Buy |
2,626
+870
| +50% | +$231K | 0.04% | 298 |
|
|
2022
Q3 | $329K | Buy |
1,756
+123
| +8% | +$23K | 0.02% | 520 |
|
|
2022
Q2 | $328K | Sell |
1,633
-220
| -12% | -$44.2K | 0.02% | 400 |
|
|
2022
Q1 | $559K | Sell |
1,853
-99
| -5% | -$29.9K | 0.04% | 284 |
|
|
2021
Q4 | $701K | Buy |
1,952
+1,363
| +231% | +$489K | 0.04% | 234 |
|
|
2021
Q3 | $586K | Buy |
589
+85
| +17% | +$84.6K | 0.04% | 241 |
|
|
2021
Q2 | $463K | Buy |
504
+194
| +63% | +$178K | 0.03% | 265 |
|
|
2021
Q1 | $229K | Sell |
310
-36
| -10% | -$26.6K | 0.02% | 374 |
|
|
2020
Q4 | $283K | Sell |
346
-166
| -32% | -$136K | 0.03% | 272 |
|
|
2020
Q3 | $363K | Buy |
+512
| New | +$363K | 0.04% | 178 |
|