SVB Wealth’s Doximity DOCS Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell
2025 Q1	$24K	Buy
2023 Q1	–	Sell
2022 Q4	$420K	Buy
2022 Q3	$372K	Buy