OFS
OneAscent Financial Services’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Sell |
2,156
-179
| -8% | -$96.4K | 0.08% | 153 |
|
|
2025
Q1 | $1.16M | Buy |
2,335
+163
| +8% | +$80.9K | 0.08% | 174 |
|
|
2024
Q4 | $1.13M | Buy |
2,172
+11
| +0.5% | +$5.74K | 0.1% | 138 |
|
|
2024
Q3 | $1.06M | Buy |
2,161
+98
| +5% | +$48.2K | 0.76% | 26 |
|
|
2024
Q2 | $918K | Sell |
2,063
-122
| -6% | -$54.3K | 0.13% | 106 |
|
|
2024
Q1 | $872K | Sell |
2,185
-85
| -4% | -$33.9K | 0.1% | 131 |
|
|
2023
Q4 | $766K | Buy |
+2,270
| New | +$766K | 0.1% | 138 |
|