PJWM
Philip James Wealth Mangement’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $343K | Sell |
4,398
-72
| -2% | -$5.61K | 0.04% | 130 |
|
|
2025
Q1 | $364K | Sell |
4,470
-575
| -11% | -$46.8K | 0.04% | 121 |
|
|
2024
Q4 | $454K | Sell |
5,045
-925
| -15% | -$83.2K | 0.06% | 112 |
|
|
2024
Q3 | $371K | Buy |
+5,970
| New | +$371K | 0.05% | 113 |
|