OneDigital Investment Advisors’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 | $222K | Sell |
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|
2025
Q2 | $250K | Buy |
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|
2025
Q1 | $249K | Buy |
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|
2024
Q4 | $238K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $322K | Sell |
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|
2021
Q2 | $419K | Hold |
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|
2021
Q1 | $304K | Sell |
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|
2020
Q4 | $422K | Hold |
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|
2020
Q3 | $382K | Sell |
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|
2020
Q2 | $397K | Sell |
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|
2020
Q1 | $357K | Hold |
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|
2019
Q4 | $222K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $26K | Hold |
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|
2018
Q2 | $26K | Buy |
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