Integrated Wealth Concepts’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $670K | Buy |
8,599
+986
| +13% | +$76.8K | 0.01% | 1122 |
|
|
2025
Q1 | $620K | Sell |
7,613
-192
| -2% | -$15.6K | 0.01% | 1049 |
|
|
2024
Q4 | $702K | Buy |
7,805
+2,841
| +57% | +$256K | 0.01% | 974 |
|
|
2024
Q3 | $308K | Sell |
4,964
-26
| -0.5% | -$1.61K | ﹤0.01% | 1321 |
|
|
2024
Q2 | $267K | Buy |
4,990
+15
| +0.3% | +$803 | ﹤0.01% | 1376 |
|
|
2024
Q1 | $296K | Sell |
4,975
-2,343
| -32% | -$140K | ﹤0.01% | 1328 |
|
|
2023
Q4 | $435K | Sell |
7,318
-1,611
| -18% | -$95.8K | 0.01% | 1060 |
|
|
2023
Q3 | $375K | Sell |
8,929
-3,937
| -31% | -$165K | 0.01% | 1120 |
|
|
2023
Q2 | $657K | Buy |
12,866
+6,038
| +88% | +$308K | 0.01% | 862 |
|
|
2023
Q1 | $398K | Buy |
6,828
+1,819
| +36% | +$106K | 0.01% | 936 |
|
|
2022
Q4 | $278K | Buy |
5,009
+182
| +4% | +$10.1K | 0.01% | 843 |
|
|
2022
Q3 | $258K | Buy |
4,827
+815
| +20% | +$43.6K | 0.01% | 785 |
|
|
2022
Q2 | $230K | Buy |
4,012
+124
| +3% | +$7.11K | 0.01% | 841 |
|
|
2022
Q1 | $416K | Buy |
3,888
+455
| +13% | +$48.7K | 0.01% | 626 |
|
|
2021
Q4 | $523K | Buy |
3,433
+414
| +14% | +$63.1K | 0.02% | 606 |
|
|
2021
Q3 | $777K | Buy |
+3,019
| New | +$777K | 0.03% | 463 |
|