Creative Planning’s Doximity DOCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Sell |
31,906
-2,106
| -6% | -$129K | ﹤0.01% | 1325 |
|
|
2025
Q1 | $1.97M | Buy |
34,012
+7,524
| +28% | +$437K | ﹤0.01% | 1181 |
|
|
2024
Q4 | $1.41M | Buy |
26,488
+4,384
| +20% | +$234K | ﹤0.01% | 1375 |
|
|
2024
Q3 | $963K | Buy |
22,104
+2,671
| +14% | +$116K | ﹤0.01% | 1539 |
|
|
2024
Q2 | $544K | Buy |
19,433
+3,251
| +20% | +$90.9K | ﹤0.01% | 1868 |
|
|
2024
Q1 | $435K | Buy |
16,182
+1,824
| +13% | +$49.1K | ﹤0.01% | 1946 |
|
|
2023
Q4 | $403K | Buy |
14,358
+2,018
| +16% | +$56.6K | ﹤0.01% | 1856 |
|
|
2023
Q3 | $262K | Buy |
12,340
+2,680
| +28% | +$56.9K | ﹤0.01% | 2036 |
|
|
2023
Q2 | $329K | Buy |
9,660
+1,568
| +19% | +$53.3K | ﹤0.01% | 1831 |
|
|
2023
Q1 | $262K | Buy |
8,092
+949
| +13% | +$30.7K | ﹤0.01% | 1904 |
|
|
2022
Q4 | $240K | Buy |
+7,143
| New | +$240K | ﹤0.01% | 1885 |
|
|
2021
Q4 | – | Sell |
-3,381
| Closed | -$273K | – | 2103 |
|
|
2021
Q3 | $273K | Buy |
+3,381
| New | +$273K | ﹤0.01% | 1649 |
|