Carson Wealth (CWM LLC)’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 | $1.35M | Sell |
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|
2025
Q2 | $1.87M | Sell |
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|
2025
Q1 | $1.96M | Sell |
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|
2024
Q4 | $2.23M | Sell |
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|
2024
Q3 | $1.99M | Buy |
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|
2024
Q2 | $1.66M | Buy |
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|
2024
Q1 | $1.5M | Buy |
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|
2023
Q4 | $1.16M | Sell |
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|
2023
Q3 | $819K | Buy |
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|
2023
Q2 | $401K | Buy |
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|
2023
Q1 | $446K | Buy |
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|
2022
Q4 | $422K | Sell |
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|
2022
Q3 | $412K | Buy |
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|
2022
Q2 | $369K | Sell |
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|
2022
Q1 | $743K | Buy |
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|
2021
Q4 | $1.04M | Buy |
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|
2021
Q2 | $319K | Hold |
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|
2021
Q1 | $319K | Hold |
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|
2020
Q4 | $319K | Hold |
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|
2020
Q3 | $319K | Hold |
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|
2020
Q2 | $319K | Hold |
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|
2020
Q1 | $319K | Hold |
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|
2019
Q4 | $319K | Hold |
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|
2019
Q3 | $319K | Hold |
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|
2019
Q2 | $319K | Hold |
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|
2019
Q1 | $319K | Buy |
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