Spire Wealth Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29K | Sell |
372
-832
| -69% | -$64.8K | ﹤0.01% | 1391 |
|
|
2025
Q1 | $98K | Buy |
1,204
+1,089
| +947% | +$88.6K | ﹤0.01% | 1045 |
|
|
2024
Q4 | $10.3K | Hold |
115
| – | – | ﹤0.01% | 1821 |
|
|
2024
Q3 | $7.14K | Hold |
115
| – | – | ﹤0.01% | 1735 |
|
|
2024
Q2 | $6.15K | Sell |
115
-1,220
| -91% | -$65.3K | ﹤0.01% | 1778 |
|
|
2024
Q1 | $79.5K | Sell |
1,335
-125
| -9% | -$7.44K | ﹤0.01% | 1064 |
|
|
2023
Q4 | $92.3K | Sell |
1,460
-1,531
| -51% | -$96.8K | ﹤0.01% | 1013 |
|
|
2023
Q3 | $126K | Sell |
2,991
-286
| -9% | -$12K | ﹤0.01% | 863 |
|
|
2023
Q2 | $167K | Sell |
3,277
-1,268
| -28% | -$64.8K | 0.01% | 778 |
|
|
2023
Q1 | $265K | Buy |
4,545
+1,708
| +60% | +$99.6K | 0.01% | 643 |
|
|
2022
Q4 | $157K | Sell |
2,837
-450
| -14% | -$24.9K | 0.01% | 610 |
|
|
2022
Q3 | $176K | Sell |
3,287
-302
| -8% | -$16.2K | 0.01% | 566 |
|
|
2022
Q2 | $206K | Sell |
3,589
-4,240
| -54% | -$243K | 0.01% | 760 |
|
|
2022
Q1 | $839K | Sell |
7,829
-7,161
| -48% | -$767K | 0.02% | 429 |
|
|
2021
Q4 | $2.49M | Buy |
14,990
+3,398
| +29% | +$564K | 0.06% | 276 |
|
|
2021
Q3 | $2.97M | Buy |
11,592
+3,773
| +48% | +$966K | 0.08% | 226 |
|
|
2021
Q2 | $2.33M | Sell |
7,819
-4,073
| -34% | -$1.21M | 0.06% | 269 |
|
|
2021
Q1 | $2.41M | Buy |
+11,892
| New | +$2.41M | 0.06% | 244 |
|