Lyell Wealth Management’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 | $1.81M | Hold |
31,440
| – | – | 0.14% | 93 |
|
|
2025
Q1 | $1.83M | Sell |
31,440
-10,490
| -25% | -$611K | 0.17% | 97 |
|
|
2024
Q4 | $3.38M | Sell |
41,930
-7,750
| -16% | -$624K | 0.3% | 79 |
|
|
2024
Q3 | $3.98M | Sell |
49,680
-34,523
| -41% | -$2.77M | 0.36% | 77 |
|
|
2024
Q2 | $5.14M | Hold |
84,203
| – | – | 0.49% | 63 |
|
|
2024
Q1 | $4.16M | Hold |
84,203
| – | – | 0.42% | 72 |
|
|
2023
Q4 | $3.53M | Sell |
84,203
-11,685
| -12% | -$490K | 0.4% | 76 |
|
|
2023
Q3 | $3.15M | Hold |
95,888
| – | – | 0.42% | 74 |
|
|
2023
Q2 | $3.39M | Hold |
95,888
| – | – | 0.43% | 74 |
|
|
2023
Q1 | $2.72M | Hold |
95,888
| – | – | 0.38% | 80 |
|
|
2022
Q4 | $3.98M | Hold |
95,888
| – | – | 0.63% | 59 |
|
|
2022
Q3 | $3.98M | Hold |
95,888
| – | – | 0.68% | 59 |
|
|
2022
Q2 | $3.14M | Buy |
+95,888
| New | +$3.14M | 0.51% | 72 |
|