CCWM
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Cassaday & Co Wealth Management’s DocuSign DOCU Stock Holding History

Cassaday & Co Wealth Management’s Portfolio DOCU Stock Details DOCU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$400K Hold
5,133
– – 0.01% 231
2025
Q1 		$418K Sell
5,133
-50
-1% -$4.07K 0.01% 216
2024
Q4 		$466K Buy
+5,183
New +$466K 0.01% 199