Icon Wealth Advisors’s DocuSign DOCU Stock Holding History

Icon Wealth Advisors’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
2025 Q2	$138K	Hold
2025 Q1	$144K	Buy
2024 Q4	$157K	Buy
2022 Q4	$919K	Sell
2022 Q3	$1.17M	Buy