Moran Wealth Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $890K | Sell |
11,432
-2,410
| -17% | -$188K | 0.03% | 332 |
|
|
2025
Q1 | $1.13M | Sell |
13,842
-974
| -7% | -$79.3K | 0.04% | 302 |
|
|
2024
Q4 | $1.33M | Buy |
14,816
+2,146
| +17% | +$193K | 0.04% | 272 |
|
|
2024
Q3 | $787K | Buy |
12,670
+4,692
| +59% | +$291K | 0.02% | 318 |
|
|
2024
Q2 | $427K | Buy |
7,978
+2,740
| +52% | +$147K | 0.01% | 351 |
|
|
2024
Q1 | $312K | Buy |
+5,238
| New | +$312K | 0.01% | 374 |
|