Twin Peaks Wealth Advisors’s Doximity DOCS Stock Holding History

Twin Peaks Wealth Advisors’s Portfolio DOCS Stock Details DOCS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$564K	Sell
2025 Q2	$629K	Buy
2025 Q1	–	Sell
2024 Q4	$1.07M	Buy
2024 Q3	$872K	Buy