LBWM
Left Brain Wealth Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-13,364
| Closed | -$1.09M | – | 104 |
|
|
2025
Q1 | $1.09M | Sell |
13,364
-4,195
| -24% | -$341K | 0.47% | 44 |
|
|
2024
Q4 | $1.58M | Buy |
17,559
+8,720
| +99% | +$784K | 0.6% | 42 |
|
|
2024
Q3 | $549K | Sell |
8,839
-40
| -0.5% | -$2.48K | 0.26% | 59 |
|
|
2024
Q2 | $475K | Sell |
8,879
-170
| -2% | -$9.1K | 0.22% | 60 |
|
|
2024
Q1 | $539K | Sell |
9,049
-885
| -9% | -$52.7K | 0.26% | 56 |
|
|
2023
Q4 | $591K | Sell |
9,934
-390
| -4% | -$23.2K | 0.34% | 57 |
|
|
2023
Q3 | $434K | Sell |
10,324
-285
| -3% | -$12K | 0.27% | 63 |
|
|
2023
Q2 | $542K | Buy |
10,609
+80
| +0.8% | +$4.09K | 0.33% | 60 |
|
|
2023
Q1 | $521K | Buy |
+10,529
| New | +$521K | 0.35% | 58 |
|