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
2025
Q3
$1.12M Hold
2025
Q2
$1.81M Hold
2025
Q1
$1.83M Sell
2024
Q4
$3.38M Sell
2024
Q3
$3.98M Sell
2024
Q2
$5.14M Hold
2024
Q1
$4.16M Hold
2023
Q4
$3.53M Sell
2023
Q3
$3.15M Hold
2023
Q2
$3.39M Hold
2023
Q1
$2.72M Hold
2022
Q4
$3.98M Hold
2022
Q3
$3.98M Hold
2022
Q2
$3.13M Buy