PRCT PROCEPT BIOROBOTICS CORP COM

Ownership history in Avior Wealth Management, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Avior Wealth Management, LLC reported a position in PROCEPT BIOROBOTICS CORP COM (PRCT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2025 Q2)
Avg. % of fund
0.01%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 6,673 0% 0.01% $238K $35.69
2025 Q2 ADDED 6,673 +1,755 +35.7% 0.01% $384K $57.60
2025 Q1 ADDED 4,918 +2,856 +138.5% 0.01% $287K $58.26
2024 Q4 REDUCED 2,062 -1,538 -42.7% 0.01% $166K $80.52
2024 Q3 ADDED 3,600 +3,548 +6823.1% 0.01% $288K $80.12
2024 Q2 REDUCED 52 -7 -11.9% 0.00% $3K $61.09
2024 Q1 INITIATED 59 0.00% $3K
% of Fund (quarterly)    PRCT price (monthly, adj. close)
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