LAM
DOCU icon

Lifestyle Asset Management’s DocuSign DOCU Stock Holding History

Lifestyle Asset Management’s Portfolio DOCU Stock Details DOCU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.02M Buy
13,077
+1,040
+9% +$81K 0.48% 52
2025
Q1 		$980K Sell
12,037
-135
-1% -$11K 0.54% 38
2024
Q4 		$1.09M Buy
+12,172
New +$1.09M 0.6% 40