Venturi Wealth Management’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
|
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|
2025
Q1 | $280K | Buy |
|
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|
2024
Q4 | $232K | Sell |
|
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|
2024
Q3 | $417K | Buy |
|
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|
2024
Q2 | $300K | Sell |
|
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|
2024
Q1 | $596K | Buy |
|
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|
2023
Q4 | $591K | Sell |
|
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|
2023
Q3 | $469K | Buy |
|
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|
2023
Q2 | $543K | Hold |
|
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|
2023
Q1 | $619K | Buy |
|
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|
2022
Q4 | $524K | Sell |
|
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|
2022
Q3 | $769K | Buy |
|
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|
2022
Q2 | $787K | Buy |
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|
2022
Q1 | $1.47M | Buy |
|
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|
2021
Q4 | $1.38M | Sell |
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|
2021
Q3 | $2.83M | Buy |
|