Atria Wealth Solutions’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Sell |
3,001
-6,326
| -68% | -$497K | 0.01% | 1281 |
|
|
2025
Q1 | $759K | Buy |
9,327
+369
| +4% | +$30K | 0.01% | 985 |
|
|
2024
Q4 | $806K | Sell |
8,958
-7,168
| -44% | -$645K | 0.01% | 1012 |
|
|
2024
Q3 | $1M | Buy |
16,126
+1,523
| +10% | +$94.6K | 0.01% | 909 |
|
|
2024
Q2 | $781K | Buy |
14,603
+2,507
| +21% | +$134K | 0.01% | 1001 |
|
|
2024
Q1 | $720K | Buy |
12,096
+2,581
| +27% | +$154K | 0.01% | 1060 |
|
|
2023
Q4 | $566K | Sell |
9,515
-485
| -5% | -$28.8K | 0.01% | 1137 |
|
|
2023
Q3 | $420K | Sell |
10,000
-3,779
| -27% | -$159K | 0.01% | 1212 |
|
|
2023
Q2 | $704K | Sell |
13,779
-2,804
| -17% | -$143K | 0.01% | 1000 |
|
|
2023
Q1 | $967K | Buy |
16,583
+1,122
| +7% | +$65.4K | 0.01% | 806 |
|
|
2022
Q4 | $854K | Buy |
15,461
+3,882
| +34% | +$214K | 0.01% | 820 |
|
|
2022
Q3 | $619K | Buy |
11,579
+6,756
| +140% | +$361K | 0.01% | 913 |
|
|
2022
Q2 | $277K | Sell |
4,823
-5,704
| -54% | -$328K | 0.01% | 1228 |
|
|
2022
Q1 | $1.13M | Buy |
+10,527
| New | +$1.13M | 0.02% | 680 |
|