Perigon Wealth Management’s DocuSign DOCU Stock Holding History

Perigon Wealth Management’s Portfolio DOCU Stock Details DOCU Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$207K	Buy
2022 Q2	–	Sell
2022 Q1	$276K	Sell
2021 Q4	$467K	Buy
2021 Q3	$585K	Buy
2021 Q2	$512K	Sell
2021 Q1	$487K	Buy
2020 Q4	$236K	Sell
2020 Q3	$330K	Buy