BIA
Bell Investment Advisors’s Doximity DOCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.8K | Buy |
62
+14
| +29% | +$859 | ﹤0.01% | 1113 |
|
|
2025
Q1 | $2.79K | Hold |
48
| – | – | ﹤0.01% | 1179 |
|
|
2024
Q4 | $2.56K | Buy |
48
+9
| +23% | +$481 | ﹤0.01% | 1234 |
|
|
2024
Q3 | $1.7K | Buy |
39
+14
| +56% | +$610 | ﹤0.01% | 1412 |
|
|
2024
Q2 | $700 | Sell |
25
-56
| -69% | -$1.57K | ﹤0.01% | 1707 |
|
|
2024
Q1 | $2.18K | Hold |
81
| – | – | ﹤0.01% | 1317 |
|
|
2023
Q4 | $2.27K | Buy |
81
+51
| +170% | +$1.43K | ﹤0.01% | 1277 |
|
|
2023
Q3 | $637 | Sell |
30
-43
| -59% | -$913 | ﹤0.01% | 1696 |
|
|
2023
Q2 | $2.48K | Buy |
73
+21
| +40% | +$715 | ﹤0.01% | 1191 |
|
|
2023
Q1 | $1.68K | Sell |
52
-19
| -27% | -$615 | ﹤0.01% | 1347 |
|
|
2022
Q4 | $2.38K | Buy |
71
+56
| +373% | +$1.88K | ﹤0.01% | 1192 |
|
|
2022
Q3 | $0 | Sell |
15
-30
| -67% | – | ﹤0.01% | 1778 |
|
|
2022
Q2 | $2K | Buy |
+45
| New | +$2K | ﹤0.01% | 1129 |
|
|
2021
Q4 | $0 | Buy |
+8
| New | – | ﹤0.01% | 1816 |
|