Creative Planning’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 | $2.74M | Buy |
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|
2025
Q2 | $1.96M | Sell |
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|
2025
Q1 | $1.97M | Buy |
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|
2024
Q4 | $1.41M | Buy |
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|
2024
Q3 | $963K | Buy |
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|
2024
Q2 | $544K | Buy |
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|
2024
Q1 | $435K | Buy |
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|
2023
Q4 | $403K | Buy |
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|
2023
Q3 | $262K | Buy |
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|
2023
Q2 | $329K | Buy |
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|
2023
Q1 | $262K | Buy |
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|
2022
Q4 | $240K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $273K | Buy |
|