TWPM
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Total Wealth Planning & Management’s DocuSign DOCU Stock Holding History

Total Wealth Planning & Management’s Portfolio DOCU Stock Details DOCU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$247K Buy
3,170
+146
+5% +$11.4K 0.2% 158
2025
Q1 		$246K Sell
3,024
-448
-13% -$36.5K 0.23% 136
2024
Q4 		$312K Buy
+3,472
New +$312K 0.28% 111