AssetMark Inc’s Doximity DOCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Buy |
32,075
+10,380
| +48% | +$637K | ﹤0.01% | 772 |
|
|
2025
Q1 | $1.26M | Buy |
21,695
+11,133
| +105% | +$646K | ﹤0.01% | 824 |
|
|
2024
Q4 | $564K | Buy |
10,562
+10,529
| +31,906% | +$562K | ﹤0.01% | 937 |
|
|
2024
Q3 | $1.44K | Buy |
33
+8
| +32% | +$349 | ﹤0.01% | 1937 |
|
|
2024
Q2 | $699 | Hold |
25
| – | – | ﹤0.01% | 1895 |
|
|
2024
Q1 | $673 | Buy |
+25
| New | +$673 | ﹤0.01% | 1705 |
|
|
2023
Q3 | – | Sell |
-1,391
| Closed | -$47.3K | – | 1756 |
|
|
2023
Q2 | $47.3K | Buy |
1,391
+357
| +35% | +$12.1K | ﹤0.01% | 1093 |
|
|
2023
Q1 | $33.5K | Buy |
1,034
+246
| +31% | +$7.97K | ﹤0.01% | 1117 |
|
|
2022
Q4 | $26.4K | Buy |
788
+137
| +21% | +$4.6K | ﹤0.01% | 1161 |
|
|
2022
Q3 | $20K | Buy |
651
+201
| +45% | +$6.18K | ﹤0.01% | 1125 |
|
|
2022
Q2 | $16K | Buy |
450
+286
| +174% | +$10.2K | ﹤0.01% | 1158 |
|
|
2022
Q1 | $9K | Buy |
+164
| New | +$9K | ﹤0.01% | 1203 |
|