Wealth Management Associates’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 | $760K | Sell |
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|
2025
Q1 | $799K | Buy |
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|
2024
Q4 | $830K | Sell |
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|
2024
Q3 | $585K | Sell |
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|
2024
Q2 | $528K | Hold |
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|
2024
Q1 | $528K | Buy |
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|
2023
Q4 | $476K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $566K | Buy |
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|
2021
Q3 | $729K | Buy |
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|
2021
Q2 | $783K | Buy |
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|
2021
Q1 | $465K | Buy |
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|
2020
Q4 | $375K | Sell |
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|
2020
Q3 | $368K | Sell |
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|
2020
Q2 | $303K | Buy |
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