Cornerstone Planning Group’s DocuSign DOCU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.85K Sell
25
-1
-4% -$74 ﹤0.01% 968
2025
Q1
$2.03K Sell
26
-402
-94% -$31.4K ﹤0.01% 983
2024
Q4
$39.5K Sell
428
-6
-1% -$554 0.01% 214
2024
Q3
$30.4K Sell
434
-1
-0.2% -$70 0.01% 245
2024
Q2
$21.6K Hold
435
0.01% 302
2024
Q1
$26K Sell
435
-43
-9% -$2.57K 0.01% 264
2023
Q4
$28.4K Buy
478
+176
+58% +$10.5K 0.01% 271
2023
Q3
$12.7K Buy
302
+175
+138% +$7.35K ﹤0.01% 380
2023
Q2
$6.49K Buy
+127
New +$6.49K ﹤0.01% 802
2022
Q4
$6.86K Buy
+127
New +$6.86K ﹤0.01% 757