Global Financial Private Client’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-46
| Closed | -$3.74K | – | 590 |
|
|
2025
Q1 | $3.74K | Buy |
46
+44
| +2,200% | +$3.58K | ﹤0.01% | 729 |
|
|
2024
Q4 | $180 | Buy |
+2
| New | +$180 | ﹤0.01% | 1309 |
|
|
2022
Q4 | – | Sell |
-2,318
| Closed | -$123K | – | 686 |
|
|
2022
Q3 | $123K | Buy |
2,318
+9
| +0.4% | +$476 | 0.07% | 180 |
|
|
2022
Q2 | $141K | Buy |
+2,309
| New | +$141K | 0.08% | 160 |
|