EverSource Wealth Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $83.2K | Buy |
1,068
+45
| +4% | +$3.51K | ﹤0.01% | 1301 |
|
|
2025
Q1 | $83.3K | Sell |
1,023
-12
| -1% | -$977 | ﹤0.01% | 985 |
|
|
2024
Q4 | $93.1K | Sell |
1,035
-209
| -17% | -$18.8K | 0.01% | 930 |
|
|
2024
Q3 | $77.2K | Sell |
1,244
-301
| -19% | -$18.7K | ﹤0.01% | 884 |
|
|
2024
Q2 | $85.7K | Buy |
1,545
+263
| +21% | +$14.6K | 0.01% | 861 |
|
|
2024
Q1 | $72.6K | Sell |
1,282
-1,527
| -54% | -$86.4K | 0.01% | 835 |
|
|
2023
Q4 | $167K | Sell |
2,809
-238
| -8% | -$14.1K | 0.02% | 480 |
|
|
2023
Q3 | $128K | Sell |
3,047
-729
| -19% | -$30.6K | 0.01% | 491 |
|
|
2023
Q2 | $193K | Sell |
3,776
-854
| -18% | -$43.6K | 0.02% | 404 |
|
|
2023
Q1 | $270K | Buy |
4,630
+783
| +20% | +$45.6K | 0.03% | 320 |
|
|
2022
Q4 | $213K | Buy |
3,847
+3,560
| +1,240% | +$197K | 0.03% | 346 |
|
|
2022
Q3 | $15K | Sell |
287
-685
| -70% | -$35.8K | ﹤0.01% | 994 |
|
|
2022
Q2 | $55K | Buy |
972
+633
| +187% | +$35.8K | 0.01% | 596 |
|
|
2022
Q1 | $36K | Buy |
339
+25
| +8% | +$2.66K | 0.01% | 524 |
|
|
2021
Q4 | $47K | Buy |
+314
| New | +$47K | 0.01% | 436 |
|