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Petrus Trust Company’s Doximity DOCS Stock Holding History

Petrus Trust Company’s Portfolio DOCS Stock Details DOCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-7,253
Closed -$387K – 641
2024
Q4 		$387K Buy
+7,253
New +$355K 0.04% 338
2024
Q3 		– Sell
-15,019
Closed -$420K – 600
2024
Q2 		$420K Buy
15,019
+1,053
+8% +$27.8K 0.04% 297
2024
Q1 		$376K Buy
+13,966
New +$398K 0.03% 334
2023
Q4 		– Sell
-12,007
Closed -$255K – 631
2023
Q3 		$255K Buy
12,007
+2,424
+25% +$66.2K 0.03% 456
2023
Q2 		$326K Buy
+9,583
New +$319K 0.04% 325

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