HWM
Hohimer Wealth Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-16,052
| Closed | -$1.31M | – | 274 |
|
|
2025
Q1 | $1.31M | Sell |
16,052
-5,231
| -25% | -$426K | 0.25% | 94 |
|
|
2024
Q4 | $1.91M | Buy |
21,283
+302
| +1% | +$27.2K | 0.36% | 83 |
|
|
2024
Q3 | $1.3M | Sell |
20,981
-2,593
| -11% | -$161K | 0.28% | 94 |
|
|
2024
Q2 | $1.26M | Buy |
23,574
+17,122
| +265% | +$916K | 0.29% | 88 |
|
|
2024
Q1 | $384K | Buy |
+6,452
| New | +$384K | 0.09% | 173 |
|
|
2021
Q4 | – | Sell |
-978
| Closed | -$252K | – | 211 |
|
|
2021
Q3 | $252K | Sell |
978
-600
| -38% | -$155K | 0.05% | 160 |
|
|
2021
Q2 | $330K | Buy |
+1,578
| New | +$330K | 0.07% | 157 |
|
|
2020
Q4 | – | Sell |
-3,545
| Closed | -$810K | – | 199 |
|
|
2020
Q3 | $810K | Hold |
3,545
| – | – | 0.23% | 115 |
|
|
2020
Q2 | $610K | Sell |
3,545
-2,546
| -42% | -$438K | 0.21% | 133 |
|
|
2020
Q1 | $659K | Buy |
6,091
+40
| +0.7% | +$4.33K | 0.28% | 122 |
|
|
2019
Q4 | $448K | Buy |
+6,051
| New | +$448K | 0.16% | 182 |
|