CAG
DOCU

Crestwood Advisors Group’s DocuSign DOCU Stock Holding History

Crestwood Advisors Group’s Portfolio DOCU Stock Details DOCU Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$247K Buy
2022
Q1 		– Sell
2021
Q4 		$258K Sell
2021
Q3 		$691K Hold
2021
Q2 		$750K Buy
2021
Q1 		$533K Buy
2020
Q4 		$508K Buy
2020
Q3 		$436K Buy
2020
Q2 		$223K Buy