Impact Partnership Wealth’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $442K | Buy |
5,675
+737
| +15% | +$57.4K | 0.08% | 155 |
|
|
2025
Q1 | $402K | Buy |
4,938
+342
| +7% | +$27.8K | 0.09% | 143 |
|
|
2024
Q4 | $413K | Buy |
4,596
+223
| +5% | +$20.1K | 0.08% | 155 |
|
|
2024
Q3 | $271K | Sell |
4,373
-22
| -0.5% | -$1.37K | 0.06% | 187 |
|
|
2024
Q2 | $235K | Buy |
4,395
+2,284
| +108% | +$122K | 0.06% | 187 |
|
|
2024
Q1 | $126K | Buy |
2,111
+2,110
| +211,000% | +$126K | 0.05% | 228 |
|
|
2023
Q4 | $31 | Sell |
1
-13
| -93% | -$403 | ﹤0.01% | 831 |
|
|
2023
Q3 | $568 | Buy |
+14
| New | +$568 | ﹤0.01% | 931 |
|