RWB
RMR Wealth Builders’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.38M | Buy |
6,216
+387
| +7% | +$210K | 0.31% | 43 |
|
|
2025
Q1 | $2.89M | Buy |
5,829
+130
| +2% | +$64.4K | 0.3% | 43 |
|
|
2024
Q4 | $2.97M | Buy |
5,699
+236
| +4% | +$123K | 0.31% | 42 |
|
|
2024
Q3 | $2.68M | Sell |
5,463
-236
| -4% | -$116K | 0.28% | 43 |
|
|
2024
Q2 | $2.54M | Buy |
5,699
+585
| +11% | +$260K | 0.29% | 45 |
|
|
2024
Q1 | $2.04M | Buy |
5,114
+622
| +14% | +$248K | 0.25% | 52 |
|
|
2023
Q4 | $1.52M | Buy |
4,492
+416
| +10% | +$140K | 0.21% | 57 |
|
|
2023
Q3 | $1.19M | Buy |
4,076
+1,628
| +67% | +$476K | 0.19% | 62 |
|
|
2023
Q2 | $837K | Sell |
2,448
-1,754
| -42% | -$600K | 0.14% | 73 |
|
|
2023
Q1 | $1.07M | Buy |
4,202
+23
| +0.6% | +$5.88K | 0.2% | 55 |
|
|
2022
Q4 | $1.11M | Buy |
4,179
+92
| +2% | +$24.4K | 0.25% | 45 |
|
|
2022
Q3 | $766K | Sell |
4,087
-1,281
| -24% | -$240K | 0.19% | 63 |
|
|
2022
Q2 | $1.08M | Sell |
5,368
-45
| -0.8% | -$9.03K | 0.27% | 54 |
|
|
2022
Q1 | $1.63M | Buy |
5,413
+4,530
| +513% | +$1.37M | 0.35% | 48 |
|
|
2021
Q4 | $317K | Sell |
883
-863
| -49% | -$310K | 0.09% | 89 |
|
|
2021
Q3 | $1.74M | Sell |
1,746
-8
| -0.5% | -$7.95K | 0.51% | 29 |
|
|
2021
Q2 | $1.61M | Sell |
1,754
-48
| -3% | -$44.1K | 0.53% | 31 |
|
|
2021
Q1 | $1.33M | Buy |
1,802
+201
| +13% | +$149K | 0.35% | 44 |
|
|
2020
Q4 | $1.31M | Sell |
1,601
-268
| -14% | -$219K | 0.64% | 34 |
|
|
2020
Q3 | $1.33M | Buy |
1,869
+332
| +22% | +$236K | 0.34% | 49 |
|
|
2020
Q2 | $876K | Buy |
+1,537
| New | +$876K | 0.78% | 30 |
|
|
2019
Q4 | $909K | Buy |
+1,537
| New | +$909K | 0.88% | 28 |
|