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Kelleher Financial Advisors’s DocGo DCGO Stock Holding History

Kelleher Financial Advisors’s Portfolio DCGO Stock Details DCGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-11,613
Closed -$15.8K – 717
2025
Q3 		$15.8K Hold
11,613
– – ﹤0.01% 460
2025
Q2 		$18.2K Hold
11,613
– – 0.01% 138
2025
Q1 		$30.7K Hold
11,613
– – 0.01% 127
2024
Q4 		$49.2K Hold
11,613
– – 0.02% 113
2024
Q3 		$38.6K Hold
11,613
– – 0.01% 119
2024
Q2 		$35.9K Hold
11,613
– – 0.01% 108
2024
Q1 		$46.9K Hold
11,613
– – 0.02% 122
2023
Q4 		$64.9K Hold
11,613
– – 0.03% 104
2023
Q3 		$61.9K Hold
11,613
– – 0.03% 105
2023
Q2 		$109K Hold
11,613
– – 0.06% 109
2023
Q1 		$100K Hold
11,613
– – 0.07% 103
2022
Q4 		$82.1K Hold
11,613
– – 0.06% 96
2022
Q3 		$115K Hold
11,613
– – 0.08% 105
2022
Q2 		$82K Hold
11,613
– – 0.04% 130
2022
Q1 		$107K Hold
11,613
– – 0.06% 112
2021
Q4 		$108K Buy
+11,613
New +$108K 0.06% 117

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SST
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State Street
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MCM
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Acadian Asset Management
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