SVB Wealth’s Doximity DOCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-414
| Closed | -$24K | – | 816 |
|
|
2025
Q1 | $24K | Buy |
+414
| New | +$24K | ﹤0.01% | 720 |
|
|
2023
Q1 | – | Sell |
-12,520
| Closed | -$420K | – | 1028 |
|
|
2022
Q4 | $420K | Buy |
12,520
+229
| +2% | +$7.69K | 0.01% | 608 |
|
|
2022
Q3 | $372K | Buy |
+12,291
| New | +$372K | 0.01% | 605 |
|