Frank Rimerman Advisors’s DocuSign DOCU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$285K Buy
2022
Q2
Sell
2022
Q1
$289K Buy
2021
Q4
Sell
2021
Q3
$278K Hold
2021
Q2
$302K Hold
2021
Q1
$219K Hold
2020
Q4
$240K Buy