Independent Advisor Alliance’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 | $279K | Sell |
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|
2025
Q2 | $361K | Sell |
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|
2025
Q1 | $429K | Buy |
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|
2024
Q4 | $453K | Buy |
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|
2024
Q3 | $277K | Sell |
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|
2024
Q2 | $272K | Sell |
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|
2024
Q1 | $551K | Sell |
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|
2023
Q4 | $741K | Buy |
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|
2023
Q3 | $523K | Sell |
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|
2023
Q2 | $660K | Sell |
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|
2023
Q1 | $838K | Sell |
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|
2022
Q4 | $889 | Sell |
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|
2022
Q3 | $1.05M | Sell |
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|
2022
Q2 | $1.43M | Sell |
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|
2022
Q1 | $4.28M | Buy |
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|
2021
Q4 | $2.53M | Sell |
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|
2021
Q3 | $8.58M | Buy |
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|
2021
Q2 | $8.77M | Sell |
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|
2021
Q1 | $7.92M | Buy |
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|
2020
Q4 | $7.51M | Buy |
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|
2020
Q3 | $7.11M | Buy |
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|
2020
Q2 | $911K | Buy |
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|
2020
Q1 | $247K | Sell |
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|
2019
Q4 | $240K | Sell |
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|
2019
Q3 | $203K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $204K | Buy |
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