Prestige Wealth Management Group’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8
| Closed | -$652 | – | 1025 |
|
|
2025
Q1 | $652 | Hold |
8
| – | – | ﹤0.01% | 907 |
|
|
2024
Q4 | $720 | Buy |
+8
| New | +$720 | ﹤0.01% | 928 |
|
|
2022
Q1 | – | Sell |
-100
| Closed | -$15K | – | 991 |
|
|
2021
Q4 | $15K | Sell |
100
-100
| -50% | -$15K | ﹤0.01% | 418 |
|
|
2021
Q3 | $51K | Buy |
200
+100
| +100% | +$25.5K | 0.01% | 256 |
|
|
2021
Q2 | $28K | Hold |
100
| – | – | 0.01% | 309 |
|
|
2021
Q1 | $20K | Sell |
100
-985
| -91% | -$197K | 0.01% | 359 |
|
|
2020
Q4 | $241K | Buy |
1,085
+118
| +12% | +$26.2K | 0.07% | 113 |
|
|
2020
Q3 | $208K | Buy |
+967
| New | +$208K | 0.06% | 115 |
|