Bartlett & Co Wealth Management’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.1K | Sell |
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|
2025
Q2 | $4.28K | Sell |
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|
2025
Q1 | $7.08K | Buy |
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|
2024
Q4 | $4.68K | Hold |
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|
2024
Q3 | $3.23K | Hold |
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|
2024
Q2 | $2.78K | Hold |
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|
2024
Q1 | $3.1K | Hold |
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|
2023
Q4 | $3.13K | Hold |
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|
2023
Q3 | $2.18K | Hold |
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|
2023
Q2 | $2.66K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $4.43K | Sell |
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|
2022
Q3 | $26.2K | Sell |
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|
2022
Q2 | $33.8K | Buy |
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|
2022
Q1 | $43.9K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $25.7K | Hold |
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|
2021
Q2 | $28K | Buy |
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