Concord Wealth Partners’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1.26K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $3.36K | Buy |
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|
2023
Q2 | $3.78K | Hold |
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|
2023
Q1 | $4.31K | Sell |
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|
2022
Q4 | $4.43K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $5K | Sell |
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|
2022
Q1 | $32K | Sell |
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|
2021
Q4 | $90K | Buy |
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|
2021
Q3 | $34K | Sell |
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|
2021
Q2 | $128K | Sell |
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|
2021
Q1 | $94K | Buy |
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|
2020
Q4 | $1K | Buy |
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