CWM
DOCS icon

Congress Wealth Management’s Doximity DOCS Stock Holding History

Congress Wealth Management’s Portfolio DOCS Stock Details DOCS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,838
Closed -$205K – 1079
2024
Q4 		$205K Sell
3,838
-960
-20% -$51.3K ﹤0.01% 853
2024
Q3 		$209K Buy
+4,798
New +$209K ﹤0.01% 810