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American Trust’s Doximity DOCS Stock Holding History

American Trust’s Portfolio DOCS Stock Details DOCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-7,540
Closed -$403K – 164
2024
Q4 		$403K Buy
7,540
+1,880
+33% +$100K 0.03% 189
2024
Q3 		$247K Buy
+5,660
New +$247K 0.02% 218