ARC
Advisor Resource Council’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,420
| Closed | -$271K | – | 271 |
|
|
2025
Q1 | $271K | Buy |
+3,420
| New | +$271K | 0.02% | 485 |
|
|
2024
Q1 | – | Sell |
-4,332
| Closed | -$258K | – | 300 |
|
|
2023
Q4 | $258K | Buy |
+4,332
| New | +$258K | 0.03% | 381 |
|
|
2022
Q3 | – | Sell |
-6,963
| Closed | -$400K | – | 232 |
|
|
2022
Q2 | $400K | Buy |
6,963
+3,313
| +91% | +$190K | 0.04% | 319 |
|
|
2022
Q1 | $391K | Sell |
3,650
-5,369
| -60% | -$575K | 0.12% | 140 |
|
|
2021
Q4 | $1.37M | Buy |
9,019
+4,079
| +83% | +$621K | 0.11% | 193 |
|
|
2021
Q3 | $1.27M | Sell |
4,940
-1,322
| -21% | -$340K | 0.39% | 70 |
|
|
2021
Q2 | $1.75M | Buy |
+6,262
| New | +$1.75M | 0.18% | 123 |
|