MAM
Morse Asset Management’s Doximity DOCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-263
| Closed | -$15.3K | – | 368 |
|
|
2025
Q1 | $15.3K | Sell |
263
-552
| -68% | -$32K | ﹤0.01% | 229 |
|
|
2024
Q4 | $43.5K | Sell |
815
-230
| -22% | -$12.3K | 0.01% | 208 |
|
|
2024
Q3 | $45.5K | Buy |
+1,045
| New | +$45.5K | 0.01% | 226 |
|
|
2023
Q3 | – | Sell |
-11,029
| Closed | -$375K | – | 133 |
|
|
2023
Q2 | $375K | Buy |
+11,029
| New | +$375K | 0.11% | 121 |
|
|
2023
Q1 | – | Sell |
-6,400
| Closed | -$215K | – | 144 |
|
|
2022
Q4 | $215K | Sell |
6,400
-500
| -7% | -$16.8K | 0.08% | 126 |
|
|
2022
Q3 | $209K | Buy |
6,900
+100
| +1% | +$3.03K | 0.08% | 126 |
|
|
2022
Q2 | $237K | Sell |
6,800
-700
| -9% | -$24.4K | 0.08% | 130 |
|
|
2022
Q1 | $391K | Sell |
7,500
-5,250
| -41% | -$274K | 0.1% | 136 |
|
|
2021
Q4 | $639K | Sell |
12,750
-4,580
| -26% | -$230K | 0.14% | 109 |
|
|
2021
Q3 | $1.4M | Buy |
+17,330
| New | +$1.4M | 0.33% | 71 |
|