JSW
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Journey Strategic Wealth’s DocuSign DOCU Stock Holding History

Journey Strategic Wealth’s Portfolio DOCU Stock Details DOCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$337K Sell
4,330
-775
-15% -$60.4K 0.01% 388
2025
Q1 		$416K Buy
5,105
+302
+6% +$24.6K 0.01% 265
2024
Q4 		$432K Buy
4,803
+889
+23% +$80K 0.02% 250
2024
Q3 		$243K Buy
+3,914
New +$243K 0.01% 400