United Capital Financial 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 | $294K | Buy |
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|
2025
Q2 | $212K | Sell |
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|
2025
Q1 | $232K | Sell |
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|
2024
Q4 | $276K | Sell |
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|
2024
Q3 | $208K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $225K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $222K | Sell |
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|
2022
Q1 | $449K | Sell |
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|
2021
Q4 | $852K | Sell |
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|
2021
Q3 | $4.88M | Buy |
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|
2021
Q2 | $4.48M | Buy |
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|
2021
Q1 | $1.52M | Buy |
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|
2020
Q4 | $1.29M | Buy |
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|
2020
Q3 | $1.13M | Buy |
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|
2020
Q2 | $713K | Buy |
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