Corient Private Wealth’s Doximity DOCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Sell |
4,363
-6,849
| -61% | -$420K | ﹤0.01% | 2146 |
|
|
2025
Q1 | $651K | Buy |
11,212
+2,325
| +26% | +$135K | ﹤0.01% | 1467 |
|
|
2024
Q4 | $474K | Buy |
8,887
+334
| +4% | +$17.8K | ﹤0.01% | 1651 |
|
|
2024
Q3 | $373K | Sell |
8,553
-424
| -5% | -$18.5K | ﹤0.01% | 1881 |
|
|
2024
Q2 | $251K | Sell |
8,977
-35,880
| -80% | -$1M | ﹤0.01% | 2001 |
|
|
2024
Q1 | $1.21M | Buy |
44,857
+182
| +0.4% | +$4.9K | ﹤0.01% | 1245 |
|
|
2023
Q4 | $1.25M | Sell |
44,675
-6,572
| -13% | -$184K | ﹤0.01% | 1202 |
|
|
2023
Q3 | $1.09M | Buy |
51,247
+41,842
| +445% | +$888K | ﹤0.01% | 1159 |
|
|
2023
Q2 | $320K | Sell |
9,405
-32,450
| -78% | -$1.1M | ﹤0.01% | 1659 |
|
|
2023
Q1 | $1.36M | Buy |
41,855
+373
| +0.9% | +$12.1K | ﹤0.01% | 973 |
|
|
2022
Q4 | $1.39M | Buy |
+41,482
| New | +$1.39M | 0.01% | 811 |
|