OneAscent Financial Services’s Intuitive Surgical ISRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.16M Sell
2025
Q1
$1.16M Buy
2024
Q4
$1.13M Buy
2024
Q3
$1.06M Buy
2024
Q2
$918K Sell
2024
Q1
$872K Sell
2023
Q4
$766K Buy