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Edgestream Partners’s Doximity DOCS Stock Holding History

Edgestream Partners’s Portfolio DOCS Stock Details DOCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.88M Buy
252,555
+132,733
+111% +$4.14M 0.19% 184
2025
Q4 		$5.31M Buy
119,822
+116,798
+3,862% +$6.56M 0.15% 228
2025
Q3 		$221K Sell
3,024
-77,090
-96% -$5.03M 0.01% 832
2025
Q2 		$4.91M Buy
80,114
+38,540
+93% +$2.15M 0.14% 300
2025
Q1 		$2.41M Buy
+41,574
New +$2.63M 0.08% 441
2024
Q1 		– Sell
-24,919
Closed -$699K – 857
2023
Q4 		$699K Sell
24,919
-5,101
-17% -$120K 0.05% 529
2023
Q3 		$637K Buy
+30,020
New +$819K 0.05% 532

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