AE Wealth Management’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $277K | Buy |
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|
2025
Q2 | $229K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $823K | Sell |
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|
2023
Q3 | $647K | Buy |
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|
2023
Q2 | $751K | Buy |
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|
2023
Q1 | $445K | Sell |
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|
2022
Q4 | $1.44M | Sell |
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|
2022
Q3 | $1.75M | Sell |
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|
2022
Q2 | $2.01M | Sell |
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|
2022
Q1 | $3.92M | Sell |
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|
2021
Q4 | $6.96M | Buy |
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|
2021
Q3 | $4.91M | Buy |
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|
2021
Q2 | $4.89M | Sell |
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|
2021
Q1 | $3.94M | Sell |
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|
2020
Q4 | $4.95M | Buy |
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|
2020
Q3 | $4.39M | Buy |
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|
2020
Q2 | $1.64M | Buy |
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|
2020
Q1 | $738K | Sell |
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|
2019
Q4 | $613K | Buy |
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|
2019
Q3 | $473K | Buy |
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|
2019
Q2 | $342K | Buy |
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