Petrus Trust Company’s Doximity DOCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,253
| Closed | -$387K | – | 641 |
|
|
2024
Q4 | $387K | Buy |
+7,253
| New | +$387K | 0.04% | 338 |
|
|
2024
Q3 | – | Sell |
-15,019
| Closed | -$420K | – | 600 |
|
|
2024
Q2 | $420K | Buy |
15,019
+1,053
| +8% | +$29.5K | 0.04% | 297 |
|
|
2024
Q1 | $376K | Buy |
+13,966
| New | +$376K | 0.03% | 334 |
|
|
2023
Q4 | – | Sell |
-12,007
| Closed | -$255K | – | 631 |
|
|
2023
Q3 | $255K | Buy |
12,007
+2,424
| +25% | +$51.4K | 0.03% | 456 |
|
|
2023
Q2 | $326K | Buy |
+9,583
| New | +$326K | 0.04% | 325 |
|