WWA
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WCG Wealth Advisors’s DocuSign DOCU Stock Holding History

WCG Wealth Advisors’s Portfolio DOCU Stock Details DOCU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$806K Buy
10,347
+327
+3% +$25.5K 0.05% 249
2025
Q1 		$816K Buy
+10,020
New +$816K 0.06% 215
2024
Q1 		– Sell
-12,367
Closed -$735K – 270
2023
Q4 		$735K Buy
+12,367
New +$735K 0.05% 219