Wealth Enhancement Advisory Services’s DocuSign DOCU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.34M Buy
76,055
+41,968
+123% +$2.15M 0.01% 1112
2025
Q4
$2.22M Sell
34,087
-144,120
-81% -$9.97M ﹤0.01% 1455
2025
Q3
$12.5M Buy
178,207
+84,804
+91% +$6.54M 0.02% 579
2025
Q2
$7.38M Sell
93,403
-14,829
-14% -$1.2M 0.01% 736
2025
Q1
$8.81M Buy
108,232
+91,017
+529% +$7.97M 0.02% 621
2024
Q4
$1.55M Buy
17,215
+2,612
+18% +$209K ﹤0.01% 1308
2024
Q3
$907K Buy
14,603
+6,390
+78% +$358K ﹤0.01% 1463
2024
Q2
$439K Buy
8,213
+2,925
+55% +$165K ﹤0.01% 1726
2024
Q1
$315K Sell
5,288
-1,268
-19% -$71.6K ﹤0.01% 1888
2023
Q4
$390K Sell
6,556
-1,759
-21% -$80.7K ﹤0.01% 1658
2023
Q3
$349K Buy
+8,315
New +$408K ﹤0.01% 1645

Other funds holding DOCU