GF
Gries Financial’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,639
| Closed | -$215K | – | 305 |
|
|
2025
Q1 | $215K | Sell |
2,639
-869
| -25% | -$70.7K | 0.04% | 260 |
|
|
2024
Q4 | $316K | Sell |
3,508
-656
| -16% | -$59K | 0.06% | 212 |
|
|
2024
Q3 | $259K | Sell |
4,164
-1,743
| -30% | -$108K | 0.05% | 219 |
|
|
2024
Q2 | $316K | Sell |
5,907
-594
| -9% | -$31.8K | 0.07% | 184 |
|
|
2024
Q1 | $387K | Buy |
6,501
+494
| +8% | +$29.4K | 0.06% | 195 |
|
|
2023
Q4 | $357K | Buy |
+6,007
| New | +$357K | 0.08% | 158 |
|