Perigon Wealth Management’s Doximity DOCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $425K | Sell |
6,935
-92
| -1% | -$5.64K | 0.01% | 724 |
|
|
2025
Q1 | $408K | Sell |
7,027
-2,039
| -22% | -$118K | 0.01% | 698 |
|
|
2024
Q4 | $482K | Buy |
9,066
+161
| +2% | +$8.57K | 0.01% | 649 |
|
|
2024
Q3 | $388K | Sell |
8,905
-6,116
| -41% | -$266K | 0.01% | 695 |
|
|
2024
Q2 | $420K | Sell |
15,021
-577
| -4% | -$16.1K | 0.01% | 586 |
|
|
2024
Q1 | $420K | Buy |
15,598
+676
| +5% | +$18.2K | 0.01% | 582 |
|
|
2023
Q4 | $418K | Buy |
14,922
+1,596
| +12% | +$44.8K | 0.01% | 555 |
|
|
2023
Q3 | $283K | Sell |
13,326
-25
| -0.2% | -$531 | 0.01% | 609 |
|
|
2023
Q2 | $454K | Buy |
13,351
+24
| +0.2% | +$816 | 0.02% | 482 |
|
|
2023
Q1 | $432K | Buy |
+13,327
| New | +$432K | 0.02% | 425 |
|