MWM
DOCS icon

Moran Wealth Management’s Doximity DOCS Stock Holding History

Moran Wealth Management’s Portfolio DOCS Stock Details DOCS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.73M Sell
60,867
-314
-0.5% -$19.3K 0.12% 222
2025
Q1 		$3.55M Sell
61,181
-738
-1% -$42.8K 0.12% 222
2024
Q4 		$3.31M Buy
+61,919
New +$3.31M 0.11% 219