A detailed history of Perigon Wealth Management, LLC transactions in Doximity, Inc. stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 8,905 shares of DOCS stock, worth $429,221. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,905
Previous 15,021 40.72%
Holding current value
$429,221
Previous $420,000 7.86%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
$25.5 - $43.57 $155,958 - $266,474
-6,116 Reduced 40.72%
8,905 $387,000
Q2 2024

Aug 02, 2024

SELL
$22.99 - $29.87 $13,265 - $17,234
-577 Reduced 3.7%
15,021 $420,000
Q1 2024

Apr 29, 2024

BUY
$26.91 - $31.56 $18,191 - $21,334
676 Added 4.53%
15,598 $419,000
Q4 2023

Jan 29, 2024

BUY
$20.33 - $28.42 $32,446 - $45,358
1,596 Added 11.98%
14,922 $418,000
Q3 2023

Oct 30, 2023

SELL
$19.86 - $35.83 $496 - $895
-25 Reduced 0.19%
13,326 $282,000
Q2 2023

Aug 02, 2023

BUY
$30.61 - $36.75 $734 - $882
24 Added 0.18%
13,351 $454,000
Q1 2023

May 03, 2023

BUY
$29.08 - $39.66 $387,549 - $528,548
13,327 New
13,327 $431,000

Others Institutions Holding DOCS

About Doximity, Inc.


  • Ticker DOCS
  • Exchange NYSE
  • Sector Healthcare
  • Industry Health Information Services
  • Shares Outstandng 110,471,000
  • Market Cap $5.32B
  • Description
  • Doximity, Inc. operates a cloud-based digital platform for medical professionals in the United States. The company's platform provides its members with tools built for medical professionals, enabling them to collaborate with their colleagues, coordinate patient care, conduct virtual patient visits, stay up to date with the latest medical news an...
More about DOCS
Track This Portfolio

Track Perigon Wealth Management, LLC Portfolio

Follow Perigon Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Perigon Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perigon Wealth Management, LLC with notifications on news.