Oak Harvest Investment Services’s DocuSign DOCU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.67M	Sell	21,474 -2,602	-11%	-$203K	0.21%	98
2025 Q1	$1.96M	Buy	24,076 +5,306	+28%	+$432K	0.27%	86
2024 Q4	$1.69M	Buy	18,770 +7,770	+71%	+$699K	0.24%	91
2024 Q3	$683K	Buy	+11,000	New	+$683K	0.1%	102