Holistic Financial Partners's ownership history for ISRG

Holistic Financial Partners currently holds 570 shares with a market value of $322.8K. 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 557 shares on 2025-03-31, with a value of $249.6K on 2025-09-30. In the recent 180 days, Holistic Financial Partners has increased its shares by 5. In the recent year, Holistic Financial Partners has increased its shares by 11.