BP
DOCU

Ballentine Partners’s DocuSign DOCU Stock Holding History

Ballentine Partners’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
2026
Q1 		– Sell
-3,529
Closed -$241K – 1036
2025
Q4 		$241K Buy
3,529
+254
+8% +$17.6K ﹤0.01% 829
2025
Q3 		$236K Sell
3,275
-156
-5% -$12K ﹤0.01% 837
2025
Q2 		$267K Buy
3,431
+169
+5% +$13.7K ﹤0.01% 736
2025
Q1 		$266K Buy
3,262
+174
+6% +$15.2K ﹤0.01% 671
2024
Q4 		$278K Buy
+3,088
New +$247K ﹤0.01% 624

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