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 Q4	–	Sell	-43	Closed	-$3.1K	–	1237
2025 Q3	$3.1K	Sell	43 -12	-22%	-$925	﹤0.01%	1058
2025 Q2	$4.28K	Sell	55 -32	-37%	-$2.59K	﹤0.01%	1020
2025 Q1	$7.08K	Buy	87 +35	+67%	+$3.07K	﹤0.01%	947
2024 Q4	$4.68K	Hold	52	–	–	﹤0.01%	981
2024 Q3	$3.23K	Hold	52	–	–	﹤0.01%	1005
2024 Q2	$2.78K	Hold	52	–	–	﹤0.01%	1035
2024 Q1	$3.1K	Hold	52	–	–	﹤0.01%	1008
2023 Q4	$3.13K	Hold	52	–	–	﹤0.01%	1122
2023 Q3	$2.18K	Hold	52	–	–	﹤0.01%	1067
2023 Q2	$2.66K	Buy	+52	New	+$2.75K	﹤0.01%	1044
2023 Q1	–	Sell	-80	Closed	-$4.43K	–	1070
2022 Q4	$4.43K	Sell	80 -410	-84%	-$20K	﹤0.01%	938
2022 Q3	$26.2K	Sell	490 -99	-17%	-$6.21K	﹤0.01%	663
2022 Q2	$33.8K	Buy	589 +179	+44%	+$14.5K	﹤0.01%	645
2022 Q1	$43.9K	Buy	+410	New	+$47.1K	﹤0.01%	601
2021 Q4	–	Sell	-100	Closed	-$25.7K	–	518
2021 Q3	$25.7K	Hold	100	–	–	﹤0.01%	607
2021 Q2	$28K	Buy	+100	New	+$22.4K	﹤0.01%	593