Prosperity Wealth Management’s Doximity DOCS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,495
Closed -$203K 245
2025
Q1
$203K Sell
3,495
-1,820
-34% -$106K 0.1% 194
2024
Q4
$284K Sell
5,315
-3,935
-43% -$210K 0.12% 157
2024
Q3
$403K Sell
9,250
-400
-4% -$17.4K 0.16% 105
2024
Q2
$270K Buy
9,650
+250
+3% +$6.99K 0.13% 138
2024
Q1
$253K Buy
+9,400
New +$253K 0.12% 123