Cary Street Partners Investment Advisory’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.24K | Buy |
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|
2025
Q1 | $6.19K | Sell |
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|
2024
Q4 | $95.4K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $207K | Buy |
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|
2024
Q1 | $220K | Buy |
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|
2023
Q4 | $218K | Buy |
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|
2023
Q3 | $118K | Buy |
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|
2023
Q2 | $114K | Hold |
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|
2023
Q1 | $130K | Buy |
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|
2022
Q4 | $83.1K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $5K | Buy |
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