AWM
Apollon Wealth Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,336
| Closed | -$210K | – | 1225 |
|
|
2024
Q4 | $210K | Sell |
2,336
-926
| -28% | -$83.3K | ﹤0.01% | 1087 |
|
|
2024
Q3 | $203K | Buy |
+3,262
| New | +$203K | 0.01% | 1064 |
|
|
2024
Q2 | – | Sell |
-3,585
| Closed | -$213K | – | 1116 |
|
|
2024
Q1 | $213K | Sell |
3,585
-188
| -5% | -$11.2K | 0.01% | 1018 |
|
|
2023
Q4 | $224K | Sell |
3,773
-1,323
| -26% | -$78.7K | 0.01% | 960 |
|
|
2023
Q3 | $214K | Sell |
5,096
-692
| -12% | -$29.1K | 0.01% | 810 |
|
|
2023
Q2 | $296K | Buy |
5,788
+372
| +7% | +$19K | 0.01% | 745 |
|
|
2023
Q1 | $316K | Buy |
5,416
+124
| +2% | +$7.23K | 0.02% | 666 |
|
|
2022
Q4 | $293K | Sell |
5,292
-59
| -1% | -$3.27K | 0.02% | 670 |
|
|
2022
Q3 | $286K | Buy |
5,351
+60
| +1% | +$3.21K | 0.02% | 616 |
|
|
2022
Q2 | $304K | Buy |
5,291
+254
| +5% | +$14.6K | 0.03% | 562 |
|
|
2022
Q1 | $540K | Buy |
5,037
+347
| +7% | +$37.2K | 0.04% | 439 |
|
|
2021
Q4 | $714K | Buy |
4,690
+3,743
| +395% | +$570K | 0.05% | 380 |
|
|
2021
Q3 | $244K | Buy |
947
+184
| +24% | +$47.4K | 0.03% | 390 |
|
|
2021
Q2 | $213K | Sell |
763
-1,106
| -59% | -$309K | 0.04% | 340 |
|
|
2021
Q1 | $378K | Buy |
+1,869
| New | +$378K | 0.07% | 233 |
|
|
2020
Q3 | – | Sell |
-432
| Closed | -$74K | – | 288 |
|
|
2020
Q2 | $74K | Buy |
+432
| New | +$74K | 0.04% | 204 |
|