Vertex Planning Partners, LLC's ownership history for ISRG

Vertex Planning Partners, LLC currently holds 778 shares with a market value of $440.6K. It started holding ISRG on 2024-09-30. At its peak, it held 917 shares on 2025-06-30. Its highest holding value was $498.3K on 2025-06-30. At its lowest, it held 778 shares on 2025-12-31, with a value of $396.7K on 2025-09-30. In the recent 180 days, Vertex Planning Partners, LLC has decreased its shares by 139. In the recent year, Vertex Planning Partners, LLC has decreased its shares by 73.