Beacon Investment Advisory Services’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $64.5K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $250K | Sell |
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|
2023
Q4 | $279K | Sell |
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|
2023
Q3 | $230K | Sell |
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|
2023
Q2 | $292K | Sell |
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|
2023
Q1 | $440K | Sell |
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|
2022
Q4 | $439K | Sell |
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|
2022
Q3 | $714K | Sell |
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|
2022
Q2 | $797K | Sell |
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|
2022
Q1 | $1.53M | Sell |
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|
2021
Q4 | $2.26M | Sell |
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|
2021
Q3 | $4.41M | Sell |
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|
2021
Q2 | $5.07M | Buy |
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|
2021
Q1 | $2.83M | Buy |
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|
2020
Q4 | $1.07M | Buy |
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