AWM
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Activest Wealth Management’s Doximity DOCS Stock Holding History

Activest Wealth Management’s Portfolio DOCS Stock Details DOCS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1
Closed -$58 – 1154
2025
Q1 		$58 Buy
+1
New +$58 ﹤0.01% 989
2024
Q4 		– Hold
0
– – – 980
2024
Q3 		– Hold
0
– – – 634
2024
Q2 		– Hold
0
– – – 576