NewEdge 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 | $859K | Buy |
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|
2025
Q2 | $749K | Buy |
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|
2025
Q1 | $839K | Sell |
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|
2024
Q4 | $979K | Buy |
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|
2024
Q3 | $673K | Buy |
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|
2024
Q2 | $579K | Buy |
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|
2024
Q1 | $632K | Sell |
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|
2023
Q4 | $667K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $516K | Buy |
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|
2023
Q1 | $451K | Sell |
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|
2022
Q4 | $442K | Sell |
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|
2022
Q3 | $539K | Sell |
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|
2022
Q2 | $695K | Buy |
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|
2022
Q1 | $857K | Buy |
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|
2021
Q4 | $494K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $230K | Buy |
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