Summit Trail Advisors’s Doximity DOCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.7M | Sell |
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|
2025
Q1 | $2.63M | Sell |
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|
2024
Q4 | $2.45M | Sell |
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|
2024
Q3 | $2.2M | Sell |
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|
2024
Q2 | $1.48M | Buy |
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|
2024
Q1 | $1.42M | Hold |
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|
2023
Q4 | $1.48M | Sell |
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|
2023
Q3 | $1.13M | Buy |
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|
2023
Q2 | $1.8M | Buy |
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|
2023
Q1 | $1.71M | Sell |
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|
2022
Q4 | $1.77M | Sell |
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|
2022
Q3 | $1.6M | Sell |
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|
2022
Q2 | $1.84M | Buy |
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