PWM
Prosperity Wealth Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,435
| Closed | -$605K | – | 246 |
|
|
2025
Q1 | $605K | Sell |
7,435
-150
| -2% | -$12.2K | 0.28% | 81 |
|
|
2024
Q4 | $682K | Buy |
7,585
+295
| +4% | +$26.5K | 0.28% | 65 |
|
|
2024
Q3 | $453K | Buy |
7,290
+40
| +0.6% | +$2.48K | 0.18% | 91 |
|
|
2024
Q2 | $388K | Buy |
7,250
+1,480
| +26% | +$79.2K | 0.19% | 103 |
|
|
2024
Q1 | $344K | Buy |
5,770
+985
| +21% | +$58.7K | 0.16% | 102 |
|
|
2023
Q4 | $284K | Buy |
+4,785
| New | +$284K | 0.18% | 90 |
|