CWM
DOCU

CarsonAllaria Wealth Management’s DocuSign DOCU Stock Holding History

CarsonAllaria Wealth Management’s Portfolio DOCU Stock Details DOCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-224
Closed -$17.4K – 150
2025
Q2 		$17.4K Sell
224
-39
-15% -$3.15K 0.01% 206
2025
Q1 		$21.4K Buy
263
+21
+9% +$1.84K 0.01% 187
2024
Q4 		$21.8K Sell
242
-13
-5% -$1.04K 0.01% 189
2024
Q3 		$15.8K Hold
255
– – 0.01% 225
2024
Q2 		$13.6K Hold
255
– – 0.01% 227
2024
Q1 		$15.2K Buy
255
+106
+71% +$5.98K 0.01% 213
2023
Q4 		$8.86K Sell
149
-43
-22% -$1.97K 0.01% 223
2023
Q3 		$8.06K Sell
192
-31
-14% -$1.52K 0.01% 225
2023
Q2 		$11.4K Sell
223
-3
-1% -$159 0.01% 210
2023
Q1 		$13.2K Sell
226
-30
-12% -$1.79K 0.01% 192
2022
Q4 		$14K Sell
256
-1
-0.4% -$49 0.01% 175
2022
Q3 		$14K Sell
257
-7
-3% -$439 0.01% 168
2022
Q2 		$15K Buy
264
+15
+6% +$1.21K 0.01% 161
2022
Q1 		$27K Sell
249
-9
-3% -$1.03K 0.02% 145
2021
Q4 		$39K Buy
+258
New +$58.8K 0.03% 132

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