EAM
EFG Asset Management’s Doximity DOCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.5M | Buy |
73,397
+29,240
| +66% | +$1.79M | 0.64% | 61 |
|
|
2025
Q1 | $2.56M | Sell |
44,157
-13,763
| -24% | -$799K | 0.43% | 96 |
|
|
2024
Q4 | $3.09M | Sell |
57,920
-9,056
| -14% | -$483K | 0.42% | 92 |
|
|
2024
Q3 | $2.92M | Sell |
66,976
-15,371
| -19% | -$670K | 0.49% | 74 |
|
|
2024
Q2 | $2.3M | Buy |
82,347
+29,566
| +56% | +$827K | 0.4% | 96 |
|
|
2024
Q1 | $1.42M | Buy |
+52,781
| New | +$1.42M | 0.25% | 160 |
|
|
2023
Q3 | – | Sell |
-85,302
| Closed | -$2.9M | – | 197 |
|
|
2023
Q2 | $2.9M | Buy |
85,302
+927
| +1% | +$31.5K | 0.62% | 53 |
|
|
2023
Q1 | $2.73M | Buy |
84,375
+4,053
| +5% | +$131K | 0.6% | 57 |
|
|
2022
Q4 | $2.72M | Buy |
80,322
+8,472
| +12% | +$287K | 0.61% | 60 |
|
|
2022
Q3 | $2.18M | Buy |
71,850
+1,555
| +2% | +$47.1K | 0.5% | 65 |
|
|
2022
Q2 | $2.45M | Sell |
70,295
-9,015
| -11% | -$314K | 0.51% | 65 |
|
|
2022
Q1 | $4.13M | Buy |
79,310
+20,706
| +35% | +$1.08M | 0.62% | 53 |
|
|
2021
Q4 | $2.94M | Buy |
+58,604
| New | +$2.94M | 0.38% | 74 |
|