SWM
Selective Wealth Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.56M | Sell |
44,673
-1,622
| -4% | -$129K | 1.3% | 15 |
|
|
2025
Q1 | $3.44M | Sell |
46,295
-1,455
| -3% | -$108K | 1.5% | 15 |
|
|
2024
Q4 | $4.3M | Sell |
47,750
-6,099
| -11% | -$549K | 1.75% | 13 |
|
|
2024
Q3 | $3.6M | Sell |
53,849
-7,030
| -12% | -$470K | 1.5% | 14 |
|
|
2024
Q2 | $3.16M | Sell |
60,879
-2,001
| -3% | -$104K | 1.39% | 15 |
|
|
2024
Q1 | $3.73M | Sell |
62,880
-4,669
| -7% | -$277K | 1.62% | 15 |
|
|
2023
Q4 | $3.71M | Sell |
67,549
-11,568
| -15% | -$636K | 1.87% | 16 |
|
|
2023
Q3 | $3.28M | Sell |
79,117
-8,347
| -10% | -$346K | 1.8% | 17 |
|
|
2023
Q2 | $4.47M | Buy |
+87,464
| New | +$4.47M | 2.23% | 12 |
|
|
2022
Q4 | $5.3M | Sell |
93,826
-23,520
| -20% | -$1.33M | 2.8% | 8 |
|
|
2022
Q3 | $6.27M | Sell |
117,346
-13,858
| -11% | -$741K | 2.69% | 10 |
|
|
2022
Q2 | $7.53M | Sell |
131,204
-3,142
| -2% | -$180K | 2.68% | 9 |
|
|
2022
Q1 | $14.4M | Buy |
134,346
+52,885
| +65% | +$5.66M | 5.22% | 3 |
|
|
2021
Q4 | $12.4M | Buy |
81,461
+51,164
| +169% | +$7.79M | 5.06% | 2 |
|
|
2021
Q3 | $7.8M | Buy |
30,297
+29,647
| +4,561% | +$7.63M | 4.13% | 6 |
|
|
2021
Q2 | $182K | Buy |
+650
| New | +$182K | 0.15% | 74 |
|
|
2020
Q4 | – | Sell |
-722
| Closed | -$155K | – | 371 |
|
|
2020
Q3 | $155K | Hold |
722
| – | – | 0.12% | 59 |
|
|
2020
Q2 | $124K | Hold |
722
| – | – | 0.1% | 67 |
|
|
2020
Q1 | $67K | Sell |
722
-72,200
| -99% | -$6.7M | 0.1% | 52 |
|
|
2019
Q4 | $5.4M | Sell |
72,922
-3,200
| -4% | -$237K | 6.54% | 6 |
|
|
2019
Q3 | $4.71M | Buy |
+76,122
| New | +$4.71M | 6.48% | 4 |
|
|
2019
Q2 | – | Sell |
-171,122
| Closed | -$8.87M | – | 41 |
|
|
2019
Q1 | $8.87M | Buy |
+171,122
| New | +$8.87M | 10.72% | 2 |
|