EP Wealth Advisors’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	$613K	Hold	10,641	–	–	﹤0.01%	706
2025 Q1	$620K	Hold	10,641	–	–	0.01%	627
2024 Q4	$857K	Sell	10,641 -3,810	-26%	-$307K	0.01%	547
2024 Q3	$1.16M	Buy	+14,451	New	+$1.16M	0.01%	461