EP Wealth 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 | $205K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $205K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $624K | Buy |
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|
2021
Q3 | $931K | Sell |
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|
2021
Q2 | $1.15M | Sell |
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|
2021
Q1 | $845K | Sell |
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|
2020
Q4 | $1.2M | Buy |
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|
2020
Q3 | $1.16M | Sell |
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|
2020
Q2 | $1.05M | Sell |
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|
2020
Q1 | $648K | Sell |
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|
2019
Q4 | $580K | Hold |
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|
2019
Q3 | $485K | Sell |
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|
2019
Q2 | $638K | Buy |
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