Philip James Wealth Mangement’s DocuSign DOCU Stock Holding History

Philip James Wealth Mangement’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
2026 Q1	–	Sell
2025 Q4	$223K	Sell
2025 Q3	$281K	Sell
2025 Q2	$343K	Sell
2025 Q1	$364K	Sell
2024 Q4	$454K	Sell
2024 Q3	$371K	Buy