Ballentine Partners’s Doximity DOCS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,461
Closed -$201K 1013
2025
Q1
$201K Buy
+3,461
New +$201K ﹤0.01% 806