Crewe Advisors’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $312 | Hold |
|
|||||
|
2025
Q1 | $326 | Hold |
|
|||||
|
2024
Q4 | $360 | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $4.76K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $11.6K | Sell |
|
|||||
|
2022
Q4 | $12K | Sell |
|
|||||
|
2022
Q3 | $15K | Buy |
|
|||||
|
2022
Q2 | $15K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $2K | Hold |
|
|||||
|
2021
Q2 | $3K | Hold |
|
|||||
|
2021
Q1 | $2K | Hold |
|
|||||
|
2020
Q4 | $2K | Hold |
|
|||||
|
2020
Q3 | $2K | Buy |
|