SGAM
Smith Group Asset Management’s Doximity DOCS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $925K | Sell |
15,080
-7,960
| -35% | -$488K | 0.06% | 95 |
|
2025
Q1 | $1.34M | Sell |
23,040
-3,100
| -12% | -$180K | 0.1% | 72 |
|
2024
Q4 | $1.4M | Buy |
26,140
+16,200
| +163% | +$865K | 0.1% | 80 |
|
2024
Q3 | $433K | Buy |
9,940
+2,780
| +39% | +$121K | 0.04% | 117 |
|
2024
Q2 | $200K | Buy |
+7,160
| New | +$200K | 0.02% | 134 |
|