Holistic Financial Partners's ownership history for ISRG

Holistic Financial Partners currently holds 440 shares with a market value of $202.8K. It started holding ISRG on 2024-09-30. At its peak, it held 570 shares on 2025-12-31. Its highest holding value was $322.8K on 2025-12-31. At its lowest, it held 440 shares on 2026-03-31, with a value of $202.8K on 2026-03-31. In the recent 180 days, Holistic Financial Partners has decreased its shares by 118. In the recent year, Holistic Financial Partners has decreased its shares by 117.