Aaron Wealth Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $401K | Sell |
5,142
-241
| -4% | -$18.8K | 0.04% | 292 |
|
|
2025
Q1 | $438K | Buy |
5,383
+443
| +9% | +$36.1K | 0.05% | 247 |
|
|
2024
Q4 | $444K | Buy |
4,940
+606
| +14% | +$54.5K | 0.05% | 229 |
|
|
2024
Q3 | $269K | Buy |
+4,334
| New | +$269K | 0.03% | 329 |
|
|
2022
Q2 | – | Sell |
-28,279
| Closed | -$264K | – | 369 |
|
|
2022
Q1 | $264K | Buy |
+28,279
| New | +$264K | ﹤0.01% | 707 |
|