FWM
ForthRight Wealth Management’s DocGo DCGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $424K | Hold |
269,887
| – | – | 0.13% | 47 |
|
|
2025
Q1 | $713K | Hold |
269,887
| – | – | 0.24% | 36 |
|
|
2024
Q4 | $1.14M | Hold |
269,887
| – | – | 0.38% | 31 |
|
|
2024
Q3 | $896K | Hold |
269,887
| – | – | 0.3% | 32 |
|
|
2024
Q2 | $834K | Hold |
269,887
| – | – | 0.3% | 34 |
|
|
2024
Q1 | $1.09M | Hold |
269,887
| – | – | 0.39% | 30 |
|
|
2023
Q4 | $1.51M | Hold |
269,887
| – | – | 0.58% | 28 |
|
|
2023
Q3 | $1.44M | Hold |
269,887
| – | – | 0.62% | 27 |
|
|
2023
Q2 | $2.53M | Sell |
269,887
-124,999
| -32% | -$1.17M | 1.06% | 19 |
|
|
2023
Q1 | $3.42M | Hold |
394,886
| – | – | 1.56% | 16 |
|
|
2022
Q4 | $2.79M | Buy |
394,886
+295,868
| +299% | +$2.09M | 1.43% | 15 |
|
|
2022
Q3 | $982K | Buy |
+99,018
| New | +$982K | 0.58% | 24 |
|