DiNuzzo Private Wealth’s DocuSign DOCU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$935 Buy
12
+5
+71% +$390 ﹤0.01% 874
2025
Q1
$570 Buy
7
+2
+40% +$163 ﹤0.01% 1005
2024
Q4
$450 Buy
5
+4
+400% +$360 ﹤0.01% 1112
2024
Q3
$63 Sell
1
-7
-88% -$441 ﹤0.01% 1393
2024
Q2
$428 Buy
+8
New +$428 ﹤0.01% 1090