Pacific Excel Wealth Advisors, Inc.'s ownership history for ISRG

Pacific Excel Wealth Advisors, Inc. currently holds 886 shares with a market value of $352.3K. It started holding ISRG on 2026-03-31. At its peak, it held 886 shares on 2026-06-30. Its highest holding value was $352.3K on 2026-06-30. At its lowest, it held 502 shares on 2026-03-31, with a value of $231.4K on 2026-03-31.