FFM
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Forum Financial Management’s DocuSign DOCU Stock Holding History

Forum Financial Management’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 		$656K Sell
8,422
-185
-2% -$14.4K 0.01% 321
2025
Q1 		$701K Buy
8,607
+7
+0.1% +$570 0.01% 273
2024
Q4 		$773K Buy
+8,600
New +$773K 0.01% 255