Creative Planning’s Procept Biorobotics PRCT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$604K Sell
10,490
-4,139
-28% -$238K ﹤0.01% 2288
2025
Q1
$852K Buy
14,629
+5,210
+55% +$304K ﹤0.01% 1838
2024
Q4
$758K Sell
9,419
-529
-5% -$42.6K ﹤0.01% 1869
2024
Q3
$797K Buy
9,948
+4,681
+89% +$375K ﹤0.01% 1704
2024
Q2
$322K Buy
+5,267
New +$322K ﹤0.01% 2279