Venturi Wealth Management’s Doximity DOCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $352K | Hold |
5,746
| – | – | 0.02% | 387 |
|
|
2025
Q1 | $333K | Hold |
5,746
| – | – | 0.02% | 417 |
|
|
2024
Q4 | $307K | Buy |
5,746
+5,718
| +20,421% | +$305K | 0.02% | 446 |
|
|
2024
Q3 | $1.22K | Buy |
+28
| New | +$1.22K | ﹤0.01% | 1747 |
|
|
2023
Q3 | – | Sell |
-110
| Closed | -$3.74K | – | 1333 |
|
|
2023
Q2 | $3.74K | Hold |
110
| – | – | ﹤0.01% | 800 |
|
|
2023
Q1 | $3.56K | Buy |
+110
| New | +$3.56K | ﹤0.01% | 891 |
|