Lyell Wealth Management’s Procept Biorobotics PRCT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$286K	Hold	11,440	–	–	0.02%	187
2025 Q4	$360K	Sell	11,440 -20,000	-64%	-$663K	0.03%	172
2025 Q3	$1.12M	Hold	31,440	–	–	0.08%	114
2025 Q2	$1.81M	Hold	31,440	–	–	0.14%	93
2025 Q1	$1.83M	Sell	31,440 -10,490	-25%	-$716K	0.17%	97
2024 Q4	$3.38M	Sell	41,930 -7,750	-16%	-$662K	0.3%	79
2024 Q3	$3.98M	Sell	49,680 -34,523	-41%	-$2.45M	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%	-$398K	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	$3.13M	Buy	+95,888	New	+$3.49M	0.51%	72