Ownership history in Spire Wealth Management · 8 quarters on record
This page tracks every 13F SEC filing in which Spire Wealth Management 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 | UNCHANGED | 150 | — | 0% | 0.00% | $5K | $35.69 |
| 2025 Q2 | UNCHANGED | 150 | — | 0% | 0.00% | $9K | $57.60 |
| 2025 Q1 | REDUCED | 150 | -350 | -70.0% | 0.00% | $9K | $58.26 |
| 2024 Q4 | REDUCED | 500 | -200 | -28.6% | 0.00% | $40K | $80.52 |
| 2024 Q3 | ADDED | 700 | +150 | +27.3% | 0.00% | $56K | $80.12 |
| 2024 Q2 | UNCHANGED | 550 | — | 0% | 0.00% | $34K | $61.09 |
| 2024 Q1 | ADDED | 550 | +100 | +22.2% | 0.00% | $27K | $49.42 |
| 2023 Q4 | INITIATED | 450 | — | — | 0.00% | $20K | — |
As of 2025 Q4 — sorted by position size