Beacon Pointe Advisors’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 | $234K | Sell |
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|
2025
Q2 | $280K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $318K | Buy |
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|
2024
Q1 | $348K | Sell |
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|
2023
Q4 | $359K | Sell |
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|
2023
Q3 | $317K | Buy |
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|
2023
Q2 | $221K | Sell |
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|
2023
Q1 | $352K | Sell |
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|
2022
Q4 | $360K | Sell |
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|
2022
Q3 | $462K | Buy |
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|
2022
Q2 | $478K | Sell |
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|
2022
Q1 | $2.26M | Buy |
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|
2021
Q4 | $221K | Buy |
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|
2021
Q3 | $202K | Sell |
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|
2021
Q2 | $256K | Buy |
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