Cresset Asset Management’s Doximity DOCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.44M | Sell |
56,014
-1,491
| -3% | -$91.5K | 0.01% | 431 |
|
|
2025
Q1 | $3.34M | Sell |
57,505
-7,227
| -11% | -$419K | 0.02% | 410 |
|
|
2024
Q4 | $3.46M | Buy |
64,732
+12,538
| +24% | +$669K | 0.02% | 408 |
|
|
2024
Q3 | $2.27M | Buy |
52,194
+8,397
| +19% | +$366K | 0.01% | 728 |
|
|
2024
Q2 | $1.23M | Buy |
43,797
+7,855
| +22% | +$220K | 0.01% | 934 |
|
|
2024
Q1 | $967K | Buy |
35,942
+5,945
| +20% | +$160K | ﹤0.01% | 985 |
|
|
2023
Q4 | $841K | Buy |
29,997
+547
| +2% | +$15.3K | 0.01% | 954 |
|
|
2023
Q3 | $625K | Buy |
29,450
+7,667
| +35% | +$163K | ﹤0.01% | 1027 |
|
|
2023
Q2 | $741K | Buy |
+21,783
| New | +$741K | ﹤0.01% | 946 |
|
|
2022
Q4 | – | Sell |
-9,805
| Closed | -$296K | – | 776 |
|
|
2022
Q3 | $296K | Buy |
9,805
+51
| +0.5% | +$1.54K | ﹤0.01% | 669 |
|
|
2022
Q2 | $340K | Hold |
9,754
| – | – | ﹤0.01% | 673 |
|
|
2022
Q1 | $508K | Sell |
9,754
-282
| -3% | -$14.7K | 0.01% | 605 |
|
|
2021
Q4 | $503K | Buy |
+10,036
| New | +$503K | ﹤0.01% | 697 |
|