Carson Wealth (CWM LLC)’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87M | Sell |
24,022
-18
| -0.1% | -$1.4K | 0.01% | 978 |
|
|
2025
Q1 | $1.96M | Sell |
24,040
-770
| -3% | -$62.7K | 0.01% | 839 |
|
|
2024
Q4 | $2.23M | Sell |
24,810
-7,217
| -23% | -$649K | 0.01% | 746 |
|
|
2024
Q3 | $1.99M | Buy |
32,027
+945
| +3% | +$58.7K | 0.01% | 703 |
|
|
2024
Q2 | $1.66M | Buy |
31,082
+5,941
| +24% | +$318K | 0.01% | 694 |
|
|
2024
Q1 | $1.5M | Buy |
25,141
+5,704
| +29% | +$340K | 0.01% | 706 |
|
|
2023
Q4 | $1.16M | Sell |
19,437
-55
| -0.3% | -$3.27K | 0.01% | 742 |
|
|
2023
Q3 | $819K | Buy |
19,492
+11,645
| +148% | +$489K | 0.01% | 819 |
|
|
2023
Q2 | $401K | Buy |
7,847
+203
| +3% | +$10.4K | ﹤0.01% | 1006 |
|
|
2023
Q1 | $446K | Buy |
7,644
+24
| +0.3% | +$1.4K | ﹤0.01% | 921 |
|
|
2022
Q4 | $422K | Sell |
7,620
-95
| -1% | -$5.26K | ﹤0.01% | 864 |
|
|
2022
Q3 | $412K | Buy |
7,715
+1,291
| +20% | +$68.9K | ﹤0.01% | 808 |
|
|
2022
Q2 | $369K | Sell |
6,424
-517
| -7% | -$29.7K | ﹤0.01% | 819 |
|
|
2022
Q1 | $743K | Buy |
6,941
+137
| +2% | +$14.7K | 0.01% | 630 |
|
|
2021
Q4 | $1.04M | Buy |
+6,804
| New | +$1.04M | 0.01% | 566 |
|
|
2021
Q2 | $319K | Hold |
1,141
| – | – | ﹤0.01% | 770 |
|
|
2021
Q1 | $319K | Hold |
1,141
| – | – | ﹤0.01% | 770 |
|
|
2020
Q4 | $319K | Hold |
1,141
| – | – | ﹤0.01% | 770 |
|
|
2020
Q3 | $319K | Hold |
1,141
| – | – | ﹤0.01% | 770 |
|
|
2020
Q2 | $319K | Hold |
1,141
| – | – | ﹤0.01% | 770 |
|
|
2020
Q1 | $319K | Hold |
1,141
| – | – | ﹤0.01% | 770 |
|
|
2019
Q4 | $319K | Hold |
1,141
| – | – | ﹤0.01% | 770 |
|
|
2019
Q3 | $319K | Hold |
1,141
| – | – | ﹤0.01% | 770 |
|
|
2019
Q2 | $319K | Hold |
1,141
| – | – | ﹤0.01% | 770 |
|
|
2019
Q1 | $319K | Buy |
+1,141
| New | +$319K | ﹤0.01% | 770 |
|