Gryphon Financial Partners’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $418K | Buy |
769
+72
| +10% | +$39.1K | 0.05% | 208 |
|
|
2025
Q1 | $345K | Buy |
697
+123
| +21% | +$60.9K | 0.05% | 198 |
|
|
2024
Q4 | $300K | Sell |
574
-676
| -54% | -$353K | 0.04% | 204 |
|
|
2024
Q3 | $614K | Sell |
1,250
-201
| -14% | -$98.7K | 0.08% | 150 |
|
|
2024
Q2 | $645K | Sell |
1,451
-260
| -15% | -$116K | 0.1% | 129 |
|
|
2024
Q1 | $683K | Buy |
1,711
+457
| +36% | +$182K | 0.11% | 119 |
|
|
2023
Q4 | $845K | Sell |
1,254
-489
| -28% | -$329K | 0.15% | 99 |
|
|
2023
Q3 | $509K | Sell |
1,743
-25
| -1% | -$7.31K | 0.12% | 94 |
|
|
2023
Q2 | $605K | Sell |
1,768
-227
| -11% | -$77.6K | 0.13% | 87 |
|
|
2023
Q1 | $510K | Sell |
1,995
-92
| -4% | -$23.5K | 0.12% | 98 |
|
|
2022
Q4 | $554K | Sell |
2,087
-71
| -3% | -$18.8K | 0.13% | 92 |
|
|
2022
Q3 | $405K | Buy |
2,158
+46
| +2% | +$8.63K | 0.1% | 112 |
|
|
2022
Q2 | $424K | Buy |
2,112
+187
| +10% | +$37.5K | 0.1% | 114 |
|
|
2022
Q1 | $581K | Sell |
1,925
-349
| -15% | -$105K | 0.12% | 98 |
|
|
2021
Q4 | $817K | Buy |
2,274
+87
| +4% | +$31.3K | 0.15% | 78 |
|
|
2021
Q3 | $724K | Sell |
2,187
-231
| -10% | -$76.5K | 0.16% | 80 |
|
|
2021
Q2 | $590K | Buy |
2,418
+57
| +2% | +$13.9K | 0.13% | 74 |
|
|
2021
Q1 | $581K | Buy |
2,361
+21
| +0.9% | +$5.17K | 0.13% | 78 |
|
|
2020
Q4 | $638K | Buy |
2,340
+6
| +0.3% | +$1.64K | 0.16% | 73 |
|
|
2020
Q3 | $551K | Hold |
2,334
| – | – | 0.16% | 68 |
|
|
2020
Q2 | $443K | Buy |
2,334
+228
| +11% | +$43.3K | 0.14% | 75 |
|
|
2020
Q1 | $347K | Buy |
2,106
+18
| +0.9% | +$2.97K | 0.13% | 86 |
|
|
2019
Q4 | $412K | Buy |
2,088
+33
| +2% | +$6.51K | 0.11% | 109 |
|
|
2019
Q3 | $369K | Buy |
2,055
+249
| +14% | +$44.7K | 0.11% | 106 |
|
|
2019
Q2 | $316K | Buy |
+1,806
| New | +$316K | 0.09% | 116 |
|
|
2018
Q3 | – | Sell |
-75
| Closed | -$12K | – | 503 |
|
|
2018
Q2 | $12K | Sell |
75
-6
| -7% | -$960 | 0.01% | 474 |
|
|
2018
Q1 | $11K | Sell |
81
-6
| -7% | -$815 | 0.01% | 502 |
|
|
2017
Q4 | $10K | Buy |
+87
| New | +$10K | 0.01% | 546 |
|