U.S. Capital Wealth Advisors’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $220K | Buy |
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|
2025
Q2 | $235K | Sell |
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|
2025
Q1 | $1.21M | Sell |
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|
2024
Q4 | $1.35M | Buy |
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|
2024
Q3 | $926K | Sell |
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|
2024
Q2 | $805K | Sell |
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|
2024
Q1 | $920K | Buy |
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|
2023
Q4 | $806K | Sell |
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|
2023
Q3 | $594K | Buy |
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|
2023
Q2 | $525K | Buy |
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|
2023
Q1 | $561K | Buy |
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|
2022
Q4 | $500K | Sell |
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|
2022
Q3 | $501K | Sell |
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|
2022
Q2 | $694K | Sell |
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|
2022
Q1 | $1.47M | Buy |
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|
2021
Q4 | $1.98M | Buy |
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|
2021
Q3 | $2.01M | Buy |
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