SWM
DOCS icon

Spire Wealth Management’s Doximity DOCS Stock Holding History

Spire Wealth Management’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
2026
Q1 		$8.37K Buy
359
+2
+0.6% +$62 ﹤0.01% 1676
2025
Q4 		$15.8K Sell
357
-306
-46% -$17.2K ﹤0.01% 1568
2025
Q3 		$48.5K Buy
663
+20
+3% +$1.3K ﹤0.01% 1248
2025
Q2 		$39.4K Buy
643
+28
+5% +$1.56K ﹤0.01% 1286
2025
Q1 		$35.7K Buy
615
+260
+73% +$16.4K ﹤0.01% 1404
2024
Q4 		$19K Hold
355
– – ﹤0.01% 1639
2024
Q3 		$15.5K Hold
355
– – ﹤0.01% 1517
2024
Q2 		$9.93K Buy
355
+5
+1% +$132 ﹤0.01% 1636
2024
Q1 		$9.42K Buy
350
+250
+250% +$7.13K ﹤0.01% 1732
2023
Q4 		$3.05K Sell
100
-6
-6% -$142 ﹤0.01% 2063
2023
Q3 		$2.25K Hold
106
– – ﹤0.01% 2112
2023
Q2 		$3.61K Buy
106
+6
+6% +$200 ﹤0.01% 2079
2023
Q1 		$3.24K Hold
100
– – ﹤0.01% 2145
2022
Q4 		$3K Hold
100
– – ﹤0.01% 1954
2022
Q3 		$3K Hold
100
– – ﹤0.01% 1853
2022
Q2 		$3K Buy
+100
New +$3.94K ﹤0.01% 2254

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