IMA Advisory Services’s DocuSign DOCU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.05M Sell
2025
Q2
$1.14M Buy
2025
Q1
$1.02M Sell
2024
Q4
$1.25M Sell
2024
Q3
$886K Buy
2023
Q4
Sell
2023
Q3
$435K Sell
2023
Q2
$536K Buy
2023
Q1
$576K Buy
2022
Q4
$523K Sell
2022
Q3
$1.64M Sell
2022
Q2
$1.93M Buy
2022
Q1
$2.83M Buy
2021
Q4
$3.35M Buy