Ownership history in Corient Private Wealth LLC · 7 quarters on record
This page tracks every 13F SEC filing in which Corient Private Wealth LLC reported a position in PROCEPT BIOROBOTICS CORP (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 6,251 | +321 | +5.4% | 0.00% | $223K | $35.69 |
| 2025 Q2 | REDUCED | 5,930 | -38 | -0.6% | 0.00% | $342K | $57.60 |
| 2025 Q1 | ADDED | 5,968 | +137 | +2.3% | 0.00% | $348K | $58.26 |
| 2024 Q4 | ADDED | 5,831 | +109 | +1.9% | 0.00% | $470K | $80.52 |
| 2024 Q3 | ADDED | 5,722 | +372 | +7.0% | 0.00% | $458K | $80.12 |
| 2024 Q2 | REDUCED | 5,350 | -475 | -8.2% | 0.00% | $327K | $61.09 |
| 2024 Q1 | INITIATED | 5,825 | — | — | 0.00% | $288K | — |
As of 2025 Q4 — sorted by position size