UMB Bank’s Doximity DOCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $87K | Buy |
1,418
+107
| +8% | +$6.56K | ﹤0.01% | 891 |
|
|
2025
Q1 | $76.1K | Buy |
1,311
+736
| +128% | +$42.7K | ﹤0.01% | 882 |
|
|
2024
Q4 | $30.7K | Buy |
575
+235
| +69% | +$12.5K | ﹤0.01% | 1107 |
|
|
2024
Q3 | $14.8K | Buy |
340
+257
| +310% | +$11.2K | ﹤0.01% | 1338 |
|
|
2024
Q2 | $2.32K | Buy |
83
+49
| +144% | +$1.37K | ﹤0.01% | 1718 |
|
|
2024
Q1 | $915 | Buy |
+34
| New | +$915 | ﹤0.01% | 1811 |
|
|
2023
Q3 | – | Sell |
-1,661
| Closed | -$56.5K | – | 1704 |
|
|
2023
Q2 | $56.5K | Hold |
1,661
| – | – | ﹤0.01% | 819 |
|
|
2023
Q1 | $53.8K | Sell |
1,661
-139
| -8% | -$4.5K | ﹤0.01% | 820 |
|
|
2022
Q4 | $60K | Sell |
1,800
-12,201
| -87% | -$407K | ﹤0.01% | 802 |
|
|
2022
Q3 | $423K | Sell |
14,001
-1,469
| -9% | -$44.4K | 0.01% | 461 |
|
|
2022
Q2 | $539K | Buy |
+15,470
| New | +$539K | 0.01% | 457 |
|