Focus Partners Wealth
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Focus Partners Wealth’s DocuSign DOCU Stock Holding History

Focus Partners Wealth’s Portfolio DOCU Stock Details DOCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.12M Buy
14,378
+3,377
+31% +$263K ﹤0.01% 1089
2025
Q1 		$895K Sell
11,001
-62
-0.6% -$5.05K ﹤0.01% 1098
2024
Q4 		$995K Buy
11,063
+1,829
+20% +$165K ﹤0.01% 1051
2024
Q3 		$573K Buy
+9,234
New +$573K ﹤0.01% 1091