FIM
DOCU

Freedom Investment Management’s DocuSign DOCU Stock Holding History

Freedom Investment Management’s Portfolio DOCU Stock Details DOCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-8,576
Closed -$668K – 300
2025
Q2 		$668K Buy
8,576
+373
+5% +$30.2K 0.05% 362
2025
Q1 		$668K Buy
8,203
+5,165
+170% +$452K 0.06% 346
2024
Q4 		$273K Sell
3,038
-207
-6% -$16.5K 0.02% 628
2024
Q3 		$201K Buy
+3,245
New +$182K 0.02% 718
2024
Q2 		– Sell
-3,538
Closed -$211K – 802
2024
Q1 		$211K Buy
+3,538
New +$200K 0.02% 733
2022
Q1 		– Sell
-1,664
Closed -$253K – 822
2021
Q4 		$253K Sell
1,664
-30
-2% -$6.84K 0.02% 732
2021
Q3 		$436K Sell
1,694
-33
-2% -$9.51K 0.03% 538
2021
Q2 		$483K Buy
1,727
+444
+35% +$99.3K 0.04% 545
2021
Q1 		$260K Buy
+1,283
New +$298K 0.02% 703

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