TPWA

Twin Peaks Wealth Advisors’s Doximity DOCS Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$629K	Buy	+10,181	New	+$629K	0.2%	77
2025 Q1	–	Sell	-20,034	Closed	-$1.07M	–	143
2024 Q4	$1.07M	Buy	20,034 +23	+0.1%	+$1.23K	0.45%	50
2024 Q3	$872K	Buy	+20,011	New	+$872K	0.4%	52