CWP
DOCU

Concord Wealth Partners’s DocuSign DOCU Stock Holding History

Concord Wealth Partners’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
Q1 		– Sell
-14
Closed -$1.26K – 851
2024
Q4 		$1.26K Buy
+14
New +$1.12K ﹤0.01% 763
2023
Q4 		– Sell
-80
Closed -$3.36K – 870
2023
Q3 		$3.36K Buy
80
+6
+8% +$294 ﹤0.01% 783
2023
Q2 		$3.78K Hold
74
– – ﹤0.01% 760
2023
Q1 		$4.31K Sell
74
-6
-8% -$358 ﹤0.01% 694
2022
Q4 		$4.43K Buy
+80
New +$3.9K ﹤0.01% 791
2022
Q3 		– Sell
-82
Closed -$5K – 400
2022
Q2 		$5K Sell
82
-216
-72% -$17.5K ﹤0.01% 812
2022
Q1 		$32K Sell
298
-291
-49% -$33.4K 0.01% 519
2021
Q4 		$90K Buy
589
+456
+343% +$104K 0.02% 324
2021
Q3 		$34K Sell
133
-325
-71% -$93.6K 0.01% 281
2021
Q2 		$128K Sell
458
-7
-2% -$1.56K 0.04% 199
2021
Q1 		$94K Buy
465
+460
+9,200% +$107K 0.03% 227
2020
Q4 		$1K Buy
+5
New +$1.12K ﹤0.01% 614

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