IWA
Icon Wealth Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $138K | Hold |
1,771
| – | – | 0.01% | 438 |
|
|
2025
Q1 | $144K | Buy |
1,771
+27
| +2% | +$2.2K | 0.01% | 413 |
|
|
2024
Q4 | $157K | Buy |
+1,744
| New | +$157K | 0.01% | 420 |
|
|
2022
Q4 | $919K | Sell |
16,581
-5,241
| -24% | -$290K | 0.11% | 139 |
|
|
2022
Q3 | $1.17M | Buy |
+21,822
| New | +$1.17M | 0.14% | 120 |
|