Whalen Wealth Management Inc.'s ownership history for ISRG

Whalen Wealth Management Inc. currently holds 587 shares with a market value of $270.7K. It started holding ISRG on 2025-03-31. At its peak, it held 1.7K shares on 2025-12-31. Its highest holding value was $987.5K on 2025-12-31. At its lowest, it held 587 shares on 2026-03-31, with a value of $270.7K on 2026-03-31. In the recent 180 days, Whalen Wealth Management Inc. has decreased its shares by 269.