Axxcess Wealth Management’s DocuSign DOCU Stock Holding History

Axxcess Wealth Management’s Portfolio DOCU Stock Details DOCU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$225K	Buy
2025 Q2	$225K	Hold
2025 Q1	$235K	Buy
2024 Q2	–	Sell
2024 Q1	$399K	Buy
2022 Q1	–	Sell
2021 Q4	$547K	Buy