Balance Wealth, LLC's ownership history for ISRG

Balance Wealth, LLC currently holds 2.5K shares with a market value of $1.1M. It started holding ISRG on 2025-03-31. At its peak, it held 2.5K shares on 2025-09-30. Its highest holding value was $1.3M on 2025-06-30. At its lowest, it held 2.5K shares on 2025-06-30, with a value of $1.1M on 2025-09-30. In the recent 180 days, Balance Wealth, LLC has increased its shares by 19.