Evelyn Partners Investment Management’s DocuSign DOCU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$234 Sell
3
-1,904
-100% -$149K ﹤0.01% 261
2025
Q1
$244 Buy
+1,907
New +$244 ﹤0.01% 259