DOCS DOXIMITY INC

Ownership history in True Wealth Design, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which True Wealth Design, LLC reported a position in DOXIMITY INC (DOCS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 68 +44 +183.3% 0.00% $5K $73.15
2025 Q2 REDUCED 24 -104 -81.2% 0.00% $1K $61.34
2025 Q1 ADDED 128 +102 +392.3% 0.00% $7K $58.03
2024 Q4 INITIATED 26 0.00% $1K $53.39
% of Fund (quarterly)    DOCS price (monthly, adj. close)
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