Carson Wealth (CWM LLC)’s Procept Biorobotics PRCT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71K | Buy |
1,228
+355
| +41% | +$20.5K | ﹤0.01% | 3001 |
|
|
2025
Q1 | $51K | Buy |
873
+358
| +70% | +$20.9K | ﹤0.01% | 2975 |
|
|
2024
Q4 | $41K | Buy |
515
+20
| +4% | +$1.59K | ﹤0.01% | 2947 |
|
|
2024
Q3 | $40K | Buy |
495
+75
| +18% | +$6.06K | ﹤0.01% | 2868 |
|
|
2024
Q2 | $26K | Buy |
420
+18
| +4% | +$1.11K | ﹤0.01% | 2947 |
|
|
2024
Q1 | $20K | Buy |
+402
| New | +$20K | ﹤0.01% | 2916 |
|
|
2023
Q4 | – | Sell |
-16
| Closed | -$1K | – | 4426 |
|
|
2023
Q3 | $1K | Buy |
16
+4
| +33% | +$250 | ﹤0.01% | 4042 |
|
|
2023
Q2 | $0 | Buy |
12
+1
| +9% | – | ﹤0.01% | 4388 |
|
|
2023
Q1 | $0 | Hold |
11
| – | – | ﹤0.01% | 4267 |
|
|
2022
Q4 | $0 | Hold |
11
| – | – | ﹤0.01% | 4174 |
|
|
2022
Q3 | $0 | Hold |
11
| – | – | ﹤0.01% | 4104 |
|
|
2022
Q2 | $0 | Buy |
+11
| New | – | ﹤0.01% | 4015 |
|