Atria Wealth Solutions’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Sell |
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|
2025
Q1 | $759K | Buy |
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|
2024
Q4 | $806K | Sell |
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|
2024
Q3 | $1M | Buy |
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|
2024
Q2 | $781K | Buy |
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|
2024
Q1 | $720K | Buy |
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|
2023
Q4 | $566K | Sell |
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|
2023
Q3 | $420K | Sell |
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|
2023
Q2 | $704K | Sell |
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|
2023
Q1 | $967K | Buy |
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|
2022
Q4 | $854K | Buy |
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|
2022
Q3 | $619K | Buy |
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|
2022
Q2 | $277K | Sell |
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|
2022
Q1 | $1.13M | Buy |
|