AWM
Axxcess Wealth Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Hold |
2,887
| – | – | 0.01% | 807 |
|
|
2025
Q1 | $235K | Buy |
+2,887
| New | +$235K | 0.01% | 765 |
|
|
2024
Q2 | – | Sell |
-6,700
| Closed | -$399K | – | 874 |
|
|
2024
Q1 | $399K | Buy |
+6,700
| New | +$399K | 0.01% | 593 |
|
|
2022
Q1 | – | Sell |
-3,593
| Closed | -$547K | – | 645 |
|
|
2021
Q4 | $547K | Buy |
+3,593
| New | +$547K | 0.04% | 334 |
|