MWP
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Meredith Wealth Planning’s DocuSign DOCU Stock Holding History

Meredith Wealth Planning’s Portfolio DOCU Stock Details DOCU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,565
Closed -$231K – 54
2024
Q4 		$231K Buy
+2,565
New +$231K 0.1% 49