Arkadios Wealth Advisors’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 | $1.27M | Buy |
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|
2025
Q2 | $1.32M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $167K | Sell |
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|
2021
Q2 | $196K | Buy |
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|
2021
Q1 | $136K | Sell |
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|
2020
Q4 | $348K | Buy |
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|
2020
Q3 | $161K | Buy |
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|
2020
Q2 | $76.8K | Buy |
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|
2020
Q1 | $35.9K | Hold |
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|
2019
Q4 | $34.2K | Buy |
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