Envestnet Asset Management’s Doximity DOCS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.39M | Sell |
136,850
-24,023
| -15% | -$1.47M | ﹤0.01% | 1847 |
|
2025
Q1 | $9.34M | Sell |
160,873
-2,032
| -1% | -$118K | ﹤0.01% | 1709 |
|
2024
Q4 | $8.7M | Buy |
162,905
+27,001
| +20% | +$1.44M | ﹤0.01% | 1740 |
|
2024
Q3 | $5.92M | Sell |
135,904
-12,680
| -9% | -$552K | ﹤0.01% | 1994 |
|
2024
Q2 | $4.16M | Buy |
148,584
+21,005
| +16% | +$588K | ﹤0.01% | 2153 |
|
2024
Q1 | $3.43M | Sell |
127,579
-7,688
| -6% | -$207K | ﹤0.01% | 2234 |
|
2023
Q4 | $3.79M | Sell |
135,267
-21,450
| -14% | -$601K | ﹤0.01% | 2072 |
|
2023
Q3 | $3.33M | Buy |
156,717
+27,468
| +21% | +$583K | ﹤0.01% | 2078 |
|
2023
Q2 | $4.4M | Buy |
129,249
+16,143
| +14% | +$549K | ﹤0.01% | 1777 |
|
2023
Q1 | $3.66M | Buy |
113,106
+11,120
| +11% | +$360K | ﹤0.01% | 1818 |
|
2022
Q4 | $3.42M | Sell |
101,986
-8,683
| -8% | -$291K | ﹤0.01% | 1819 |
|
2022
Q3 | $3.34M | Buy |
110,669
+9,433
| +9% | +$285K | ﹤0.01% | 1756 |
|
2022
Q2 | $3.53M | Buy |
101,236
+71,940
| +246% | +$2.5M | ﹤0.01% | 1732 |
|
2022
Q1 | $1.53M | Sell |
29,296
-16,395
| -36% | -$854K | ﹤0.01% | 2370 |
|
2021
Q4 | $2.29M | Buy |
45,691
+42,014
| +1,143% | +$2.11M | ﹤0.01% | 2074 |
|
2021
Q3 | $297K | Buy |
+3,677
| New | +$297K | ﹤0.01% | 3299 |
|