EP Wealth Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Buy |
+2,635
| New | +$205K | ﹤0.01% | 1240 |
|
|
2024
Q4 | – | Sell |
-3,308
| Closed | -$205K | – | 1260 |
|
|
2024
Q3 | $205K | Buy |
+3,308
| New | +$205K | ﹤0.01% | 1033 |
|
|
2022
Q1 | – | Sell |
-4,097
| Closed | -$624K | – | 642 |
|
|
2021
Q4 | $624K | Buy |
4,097
+479
| +13% | +$73K | 0.01% | 321 |
|
|
2021
Q3 | $931K | Sell |
3,618
-507
| -12% | -$130K | 0.03% | 249 |
|
|
2021
Q2 | $1.15M | Sell |
4,125
-47
| -1% | -$13.1K | 0.03% | 232 |
|
|
2021
Q1 | $845K | Sell |
4,172
-1,206
| -22% | -$244K | 0.03% | 250 |
|
|
2020
Q4 | $1.2M | Buy |
5,378
+8
| +0.1% | +$1.78K | 0.04% | 173 |
|
|
2020
Q3 | $1.16M | Sell |
5,370
-704
| -12% | -$152K | 0.05% | 151 |
|
|
2020
Q2 | $1.05M | Sell |
6,074
-939
| -13% | -$162K | 0.04% | 170 |
|
|
2020
Q1 | $648K | Sell |
7,013
-814
| -10% | -$75.2K | 0.03% | 225 |
|
|
2019
Q4 | $580K | Hold |
7,827
| – | – | 0.02% | 262 |
|
|
2019
Q3 | $485K | Sell |
7,827
-5,000
| -39% | -$310K | 0.02% | 224 |
|
|
2019
Q2 | $638K | Buy |
+12,827
| New | +$638K | 0.04% | 175 |
|