WMA
Wealth Management Associates’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $760K | Sell |
9,755
-55
| -0.6% | -$4.28K | 0.3% | 69 |
|
|
2025
Q1 | $799K | Buy |
9,810
+580
| +6% | +$47.2K | 0.34% | 60 |
|
|
2024
Q4 | $830K | Sell |
9,230
-190
| -2% | -$17.1K | 0.35% | 60 |
|
|
2024
Q3 | $585K | Sell |
9,420
-455
| -5% | -$28.3K | 0.26% | 82 |
|
|
2024
Q2 | $528K | Hold |
9,875
| – | – | 0.25% | 82 |
|
|
2024
Q1 | $528K | Buy |
9,875
+1,870
| +23% | +$100K | 0.25% | 82 |
|
|
2023
Q4 | $476K | Buy |
+8,005
| New | +$476K | 0.25% | 84 |
|
|
2022
Q1 | – | Sell |
-3,717
| Closed | -$566K | – | 191 |
|
|
2021
Q4 | $566K | Buy |
3,717
+884
| +31% | +$135K | 0.3% | 85 |
|
|
2021
Q3 | $729K | Buy |
2,833
+33
| +1% | +$8.5K | 0.43% | 59 |
|
|
2021
Q2 | $783K | Buy |
2,800
+502
| +22% | +$140K | 0.44% | 56 |
|
|
2021
Q1 | $465K | Buy |
2,298
+612
| +36% | +$124K | 0.3% | 85 |
|
|
2020
Q4 | $375K | Sell |
1,686
-25
| -1% | -$5.56K | 0.25% | 104 |
|
|
2020
Q3 | $368K | Sell |
1,711
-50
| -3% | -$10.8K | 0.28% | 86 |
|
|
2020
Q2 | $303K | Buy |
+1,761
| New | +$303K | 0.26% | 93 |
|