Perigon Wealth Management’s Doximity DOCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $553K | Buy |
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|
2025
Q2 | $425K | Sell |
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|
2025
Q1 | $408K | Sell |
|
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|
2024
Q4 | $482K | Buy |
|
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|
2024
Q3 | $388K | Sell |
|
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|
2024
Q2 | $420K | Sell |
|
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|
2024
Q1 | $420K | Buy |
|
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|
2023
Q4 | $418K | Buy |
|
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|
2023
Q3 | $283K | Sell |
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|
2023
Q2 | $454K | Buy |
|
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|
2023
Q1 | $432K | Buy |
|