U.S. Capital Wealth Advisors’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Sell |
3,011
-11,902
| -80% | -$927K | 0.01% | 789 |
|
|
2025
Q1 | $1.21M | Sell |
14,913
-44
| -0.3% | -$3.58K | 0.04% | 383 |
|
|
2024
Q4 | $1.35M | Buy |
14,957
+38
| +0.3% | +$3.42K | 0.04% | 378 |
|
|
2024
Q3 | $926K | Sell |
14,919
-134
| -0.9% | -$8.32K | 0.03% | 361 |
|
|
2024
Q2 | $805K | Sell |
15,053
-400
| -3% | -$21.4K | 0.03% | 371 |
|
|
2024
Q1 | $920K | Buy |
15,453
+1,900
| +14% | +$113K | 0.04% | 357 |
|
|
2023
Q4 | $806K | Sell |
13,553
-597
| -4% | -$35.5K | 0.03% | 367 |
|
|
2023
Q3 | $594K | Buy |
14,150
+3,871
| +38% | +$163K | 0.03% | 401 |
|
|
2023
Q2 | $525K | Buy |
10,279
+648
| +7% | +$33.1K | 0.02% | 434 |
|
|
2023
Q1 | $561K | Buy |
9,631
+602
| +7% | +$35.1K | 0.03% | 406 |
|
|
2022
Q4 | $500K | Sell |
9,029
-349
| -4% | -$19.3K | 0.02% | 450 |
|
|
2022
Q3 | $501K | Sell |
9,378
-2,710
| -22% | -$145K | 0.03% | 439 |
|
|
2022
Q2 | $694K | Sell |
12,088
-1,670
| -12% | -$95.9K | 0.03% | 409 |
|
|
2022
Q1 | $1.47M | Buy |
13,758
+767
| +6% | +$82.2K | 0.05% | 325 |
|
|
2021
Q4 | $1.98M | Buy |
12,991
+5,197
| +67% | +$792K | 0.08% | 261 |
|
|
2021
Q3 | $2.01M | Buy |
+7,794
| New | +$2.01M | 0.09% | 246 |
|