Cary Street Partners’s DocuSign DOCU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.8M Sell
61,567
-366
-0.6% -$28.5K 0.13% 173
2025
Q1
$5.04M Buy
61,933
+720
+1% +$58.6K 0.16% 147
2024
Q4
$5.51M Buy
+61,213
New +$5.51M 0.18% 127