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