Mitchell & Pahl Private Wealth’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.54M | Buy |
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|
2025
Q2 | $1.66M | Buy |
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|
2025
Q1 | $1.69M | Sell |
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|
2024
Q4 | $1.88M | Buy |
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|
2024
Q3 | $1.28M | Buy |
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|
2024
Q2 | $1.05M | Buy |
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|
2024
Q1 | $1.16M | Buy |
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|
2023
Q4 | $1.06M | Sell |
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|
2023
Q3 | $831K | Buy |
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|
2023
Q2 | $916K | Buy |
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|
2023
Q1 | $1.03M | Buy |
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|
2022
Q4 | $965K | Buy |
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|
2022
Q3 | $911K | Buy |
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|
2022
Q2 | $972K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $347K | Sell |
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|
2021
Q2 | $392K | Sell |
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|
2021
Q1 | $316K | Hold |
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|
2020
Q4 | $347K | Buy |
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