Circle Wealth Management, LLC's ownership history for ISRG

Circle Wealth Management, LLC currently holds 2.4K shares with a market value of $1.1M. It started holding ISRG on 2024-09-30. At its peak, it held 2.7K shares on 2024-09-30. Its highest holding value was $1.3M on 2024-09-30. At its lowest, it held 2.2K shares on 2025-06-30, with a value of $1.1M on 2025-09-30. In the recent 180 days, Circle Wealth Management, LLC has increased its shares by 206. In the recent year, Circle Wealth Management, LLC has decreased its shares by 276.