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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$267K Buy
3,431
+169
+5% +$13.2K ﹤0.01% 736
2025
Q1 		$266K Buy
3,262
+174
+6% +$14.2K ﹤0.01% 671
2024
Q4 		$278K Buy
+3,088
New +$278K ﹤0.01% 624