WTA
Washington Trust Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Buy |
24,810
+7,797
| +46% | +$607K | 0.16% | 75 |
|
|
2025
Q1 | $1.38M | Sell |
17,013
-396
| -2% | -$32.2K | 0.12% | 82 |
|
|
2024
Q4 | $1.57M | Sell |
17,409
-870
| -5% | -$78.2K | 0.13% | 83 |
|
|
2024
Q3 | $1.13M | Hold |
18,279
| – | – | 0.1% | 95 |
|
|
2024
Q2 | $978K | Sell |
18,279
-1,225
| -6% | -$65.5K | 0.09% | 95 |
|
|
2024
Q1 | $1.16M | Sell |
19,504
-250
| -1% | -$14.9K | 0.11% | 86 |
|
|
2023
Q4 | $1.17M | Sell |
19,754
-6,699
| -25% | -$398K | 0.11% | 86 |
|
|
2023
Q3 | $1.11M | Sell |
26,453
-395
| -1% | -$16.6K | 0.11% | 84 |
|
|
2023
Q2 | $1.37M | Buy |
26,848
+495
| +2% | +$25.3K | 0.13% | 80 |
|
|
2023
Q1 | $1.54M | Buy |
26,353
+394
| +2% | +$23K | 0.16% | 74 |
|
|
2022
Q4 | $1.44M | Sell |
25,959
-7,191
| -22% | -$399K | 0.16% | 76 |
|
|
2022
Q3 | $1.77M | Sell |
33,150
-112
| -0.3% | -$5.99K | 0.17% | 81 |
|
|
2022
Q2 | $1.91M | Sell |
33,262
-2,187
| -6% | -$126K | 0.17% | 83 |
|
|
2022
Q1 | $3.8M | Buy |
35,449
+24,878
| +235% | +$2.66M | 0.27% | 71 |
|
|
2021
Q4 | $1.61M | Buy |
+10,571
| New | +$1.61M | 0.11% | 97 |
|