Private Wealth Management Group’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.82K | Hold |
126
| – | – | ﹤0.01% | 497 |
|
|
2025
Q1 | $10.3K | Hold |
126
| – | – | ﹤0.01% | 462 |
|
|
2024
Q4 | $11.3K | Hold |
126
| – | – | ﹤0.01% | 433 |
|
|
2024
Q3 | $7.82K | Buy |
126
+27
| +27% | +$1.68K | ﹤0.01% | 540 |
|
|
2024
Q2 | $5.3K | Sell |
99
-3
| -3% | -$161 | ﹤0.01% | 682 |
|
|
2024
Q1 | $6.08K | Hold |
102
| – | – | ﹤0.01% | 562 |
|
|
2023
Q4 | $6.06K | Buy |
+102
| New | +$6.06K | ﹤0.01% | 565 |
|