MPPW
Mitchell & Pahl Private Wealth’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Buy |
21,273
+556
| +3% | +$43.3K | 0.73% | 54 |
|
|
2025
Q1 | $1.69M | Sell |
20,717
-238
| -1% | -$19.4K | 0.79% | 51 |
|
|
2024
Q4 | $1.88M | Buy |
20,955
+345
| +2% | +$31K | 0.88% | 44 |
|
|
2024
Q3 | $1.28M | Buy |
20,610
+1,016
| +5% | +$63.1K | 0.6% | 59 |
|
|
2024
Q2 | $1.05M | Buy |
19,594
+159
| +0.8% | +$8.51K | 0.55% | 70 |
|
|
2024
Q1 | $1.16M | Buy |
19,435
+1,624
| +9% | +$96.7K | 0.61% | 61 |
|
|
2023
Q4 | $1.06M | Sell |
17,811
-1,979
| -10% | -$118K | 0.6% | 61 |
|
|
2023
Q3 | $831K | Buy |
19,790
+1,867
| +10% | +$78.4K | 0.49% | 72 |
|
|
2023
Q2 | $916K | Buy |
17,923
+316
| +2% | +$16.1K | 0.55% | 62 |
|
|
2023
Q1 | $1.03M | Buy |
17,607
+196
| +1% | +$11.4K | 0.64% | 56 |
|
|
2022
Q4 | $965K | Buy |
17,411
+372
| +2% | +$20.6K | 0.63% | 56 |
|
|
2022
Q3 | $911K | Buy |
17,039
+93
| +0.5% | +$4.97K | 0.67% | 50 |
|
|
2022
Q2 | $972K | Buy |
+16,946
| New | +$972K | 0.68% | 51 |
|
|
2021
Q4 | – | Sell |
-1,347
| Closed | -$347K | – | 166 |
|
|
2021
Q3 | $347K | Sell |
1,347
-56
| -4% | -$14.4K | 0.25% | 117 |
|
|
2021
Q2 | $392K | Sell |
1,403
-159
| -10% | -$44.4K | 0.28% | 109 |
|
|
2021
Q1 | $316K | Hold |
1,562
| – | – | 0.25% | 120 |
|
|
2020
Q4 | $347K | Buy |
+1,562
| New | +$347K | 0.29% | 104 |
|