Bartlett & Co Wealth Management’s Doximity DOCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $26.8K | Hold |
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|
2025
Q2 | $22.4K | Sell |
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|
2025
Q1 | $24K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $4.47K | Hold |
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|
2022
Q4 | $4.63K | Hold |
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|
2022
Q3 | $4.17K | Hold |
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|
2022
Q2 | $4.8K | Hold |
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|
2022
Q1 | $7.19K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $20.2K | Buy |
|