Elevation 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
Q3 | $7.07K | Buy |
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|
2025
Q2 | $5.61K | Hold |
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|
2025
Q1 | $5.86K | Hold |
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|
2024
Q4 | $6.48K | Hold |
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|
2024
Q3 | $4.47K | Hold |
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|
2024
Q2 | $3.85K | Hold |
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|
2024
Q1 | $4.29K | Hold |
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|
2023
Q4 | $3.02K | Hold |
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|
2023
Q3 | $3.02K | Hold |
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|
2023
Q2 | $3.68K | Hold |
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|
2023
Q1 | $4.2K | Buy |
|