RWM
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Ritholtz Wealth Management’s DocuSign DOCU Stock Holding History

Ritholtz Wealth Management’s Portfolio DOCU Stock Details DOCU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$202K Sell
2,588
-1,338
-34% -$104K ﹤0.01% 919
2025
Q1 		$320K Buy
3,926
+1,449
+58% +$118K 0.01% 726
2024
Q4 		$223K Buy
+2,477
New +$223K 0.01% 791