Executive Wealth Management, LLC
- SEC CIK
- 0001542611
- Latest filing
- Feb 13, 2025
DOCS holding history
Doximity, Inc. in every 13F filed by Executive Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
DOCS overviewAll 13F holders of DOCSFull Q4 2024 holdings
- Shares (Q4 2024)
- 41,867
- Value
- $2.24M
- % of portfolio
- 0.2%
- Quarters held
- 4
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 41,867 | $2.24M | 0.2% | −14,998−26.4% | Reduced | Holders |
| Q3 2024 | 56,865 | $2.48M | 0.2% | −3,771−6.2% | Reduced | Holders |
| Q2 2024 | 60,636 | $1.70M | 0.3% | +13,301+28.1% | Added | Holders |
| Q1 2024 | 47,335 | $1.25M | 0.1% | +47,335 | New | Holders |