FRA
Frank Rimerman Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,174
| Closed | -$285K | – | 531 |
|
|
2024
Q4 | $285K | Buy |
+3,174
| New | +$285K | 0.02% | 426 |
|
|
2022
Q2 | – | Sell |
-2,694
| Closed | -$289K | – | 98 |
|
|
2022
Q1 | $289K | Buy |
+2,694
| New | +$289K | 0.09% | 105 |
|
|
2021
Q4 | – | Sell |
-1,080
| Closed | -$278K | – | 118 |
|
|
2021
Q3 | $278K | Hold |
1,080
| – | – | 0.11% | 91 |
|
|
2021
Q2 | $302K | Hold |
1,080
| – | – | 0.12% | 67 |
|
|
2021
Q1 | $219K | Hold |
1,080
| – | – | 0.1% | 79 |
|
|
2020
Q4 | $240K | Buy |
+1,080
| New | +$240K | 0.11% | 81 |
|