AE Wealth Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Buy |
+2,939
| New | +$229K | ﹤0.01% | 1241 |
|
|
2024
Q1 | – | Sell |
-13,145
| Closed | -$823K | – | 1354 |
|
|
2023
Q4 | $823K | Sell |
13,145
-2,257
| -15% | -$141K | ﹤0.01% | 1224 |
|
|
2023
Q3 | $647K | Buy |
15,402
+703
| +5% | +$29.5K | ﹤0.01% | 1258 |
|
|
2023
Q2 | $751K | Buy |
14,699
+7,068
| +93% | +$361K | ﹤0.01% | 1201 |
|
|
2023
Q1 | $445K | Sell |
7,631
-18,317
| -71% | -$1.07M | ﹤0.01% | 1396 |
|
|
2022
Q4 | $1.44M | Sell |
25,948
-6,814
| -21% | -$378K | 0.01% | 859 |
|
|
2022
Q3 | $1.75M | Sell |
32,762
-2,243
| -6% | -$120K | 0.01% | 743 |
|
|
2022
Q2 | $2.01M | Sell |
35,005
-1,582
| -4% | -$90.8K | 0.02% | 666 |
|
|
2022
Q1 | $3.92M | Sell |
36,587
-9,140
| -20% | -$979K | 0.03% | 514 |
|
|
2021
Q4 | $6.97M | Buy |
45,727
+26,674
| +140% | +$4.06M | 0.05% | 354 |
|
|
2021
Q3 | $4.91M | Buy |
19,053
+1,543
| +9% | +$397K | 0.04% | 385 |
|
|
2021
Q2 | $4.9M | Sell |
17,510
-1,943
| -10% | -$543K | 0.04% | 370 |
|
|
2021
Q1 | $3.94M | Sell |
19,453
-2,799
| -13% | -$567K | 0.04% | 369 |
|
|
2020
Q4 | $4.95M | Buy |
22,252
+1,875
| +9% | +$417K | 0.06% | 275 |
|
|
2020
Q3 | $4.39M | Buy |
20,377
+10,836
| +114% | +$2.33M | 0.06% | 255 |
|
|
2020
Q2 | $1.64M | Buy |
9,541
+1,550
| +19% | +$267K | 0.03% | 464 |
|
|
2020
Q1 | $738K | Sell |
7,991
-279
| -3% | -$25.8K | 0.02% | 558 |
|
|
2019
Q4 | $613K | Buy |
8,270
+626
| +8% | +$46.4K | 0.01% | 667 |
|
|
2019
Q3 | $473K | Buy |
7,644
+766
| +11% | +$47.4K | 0.01% | 630 |
|
|
2019
Q2 | $342K | Buy |
+6,878
| New | +$342K | 0.01% | 705 |
|