Perfromance Wealth Partners’s DocuSign DOCU Stock Holding History

Perfromance Wealth Partners’s Portfolio DOCU Stock Details DOCU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$204K	Buy
2022 Q4	–	Sell
2022 Q3	$263K	Buy
2022 Q2	$257K	Sell
2022 Q1	$483K	Buy
2021 Q4	$634K	Buy