Integrated Wealth Concepts’s Doximity DOCS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.07M Sell
17,391
-13,796
-44% -$846K 0.01% 890
2025
Q1
$1.81M Buy
31,187
+17,807
+133% +$1.03M 0.02% 604
2024
Q4
$714K Buy
13,380
+6,318
+89% +$337K 0.01% 968
2024
Q3
$308K Buy
+7,062
New +$308K ﹤0.01% 1325