AWM
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Ariadne Wealth Management’s DocuSign DOCU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-4,110
Closed -$342K 236
2025
Q1
$342K Sell
4,110
-11
-0.3% -$916 0.18% 127
2024
Q4
$374K Buy
4,121
+194
+5% +$17.6K 0.17% 119
2024
Q3
$300K Buy
+3,927
New +$300K 0.16% 129