EP
Edgestream Partners’s Doximity DOCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.91M | Buy |
80,114
+38,540
| +93% | +$2.36M | 0.14% | 300 |
|
|
2025
Q1 | $2.41M | Buy |
+41,574
| New | +$2.41M | 0.08% | 441 |
|
|
2024
Q1 | – | Sell |
-24,919
| Closed | -$699K | – | 857 |
|
|
2023
Q4 | $699K | Sell |
24,919
-5,101
| -17% | -$143K | 0.05% | 529 |
|
|
2023
Q3 | $637K | Buy |
+30,020
| New | +$637K | 0.05% | 532 |
|