Philip James Wealth Mangement’s DocuSign DOCU Stock Holding History

Philip James Wealth Mangement’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	$343K	Sell
2025 Q1	$364K	Sell
2024 Q4	$454K	Sell
2024 Q3	$371K	Buy