Wealth Enhancement Advisory Services’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.38M | Sell |
93,403
-14,829
| -14% | -$1.17M | 0.01% | 735 |
|
|
2025
Q1 | $8.81M | Buy |
108,232
+91,017
| +529% | +$7.41M | 0.02% | 620 |
|
|
2024
Q4 | $1.55M | Buy |
17,215
+2,612
| +18% | +$235K | ﹤0.01% | 1302 |
|
|
2024
Q3 | $907K | Buy |
14,603
+6,390
| +78% | +$397K | ﹤0.01% | 1453 |
|
|
2024
Q2 | $439K | Buy |
8,213
+2,925
| +55% | +$156K | ﹤0.01% | 1724 |
|
|
2024
Q1 | $315K | Sell |
5,288
-1,268
| -19% | -$75.5K | ﹤0.01% | 1888 |
|
|
2023
Q4 | $390K | Sell |
6,556
-1,759
| -21% | -$105K | ﹤0.01% | 1655 |
|
|
2023
Q3 | $349K | Buy |
+8,315
| New | +$349K | ﹤0.01% | 1641 |
|