United Advisor Group’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Buy |
3,944
+61
| +2% | +$4.75K | 0.05% | 311 |
|
|
2025
Q1 | $316K | Buy |
3,883
+403
| +12% | +$32.8K | 0.06% | 268 |
|
|
2024
Q4 | $313K | Sell |
3,480
-361
| -9% | -$32.5K | 0.06% | 288 |
|
|
2024
Q3 | $238K | Sell |
3,841
-292
| -7% | -$18.1K | 0.05% | 305 |
|
|
2024
Q2 | $221K | Hold |
4,133
| – | – | 0.07% | 245 |
|
|
2024
Q1 | $246K | Buy |
+4,133
| New | +$246K | 0.09% | 185 |
|