GSWM
DOCU

Golden State Wealth Management’s DocuSign DOCU Stock Holding History

Golden State Wealth 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
2026
Q1 		$3.03K Sell
64
-70
-52% -$3.58K ﹤0.01% 1294
2025
Q4 		$9.17K Sell
134
-130
-49% -$8.99K ﹤0.01% 1130
2025
Q3 		$19K Buy
264
+12
+5% +$925 ﹤0.01% 924
2025
Q2 		$19.6K Buy
252
+183
+265% +$14.8K ﹤0.01% 889
2025
Q1 		$5.62K Buy
69
+7
+11% +$613 ﹤0.01% 1143
2024
Q4 		$5.58K Buy
+62
New +$4.95K ﹤0.01% 1101
2019
Q3 		– Sell
-300
Closed -$14K – 1080
2019
Q2 		$14K Sell
300
-1,300
-81% -$69.4K ﹤0.01% 677
2019
Q1 		$83K Buy
+1,600
New +$81.6K 0.03% 353

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