Wealthfront Advisers’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Buy |
3,983
+297
| +8% | +$23.1K | ﹤0.01% | 860 |
|
|
2025
Q1 | $300K | Sell |
3,686
-86
| -2% | -$7K | ﹤0.01% | 847 |
|
|
2024
Q4 | $339K | Sell |
3,772
-106
| -3% | -$9.53K | ﹤0.01% | 819 |
|
|
2024
Q3 | $241K | Buy |
+3,878
| New | +$241K | ﹤0.01% | 854 |
|
|
2023
Q3 | – | Sell |
-9,654
| Closed | -$493K | – | 830 |
|
|
2023
Q2 | $493K | Buy |
9,654
+1,236
| +15% | +$63.1K | ﹤0.01% | 679 |
|
|
2023
Q1 | $491K | Buy |
8,418
+283
| +3% | +$16.5K | ﹤0.01% | 668 |
|
|
2022
Q4 | $451K | Buy |
8,135
+4,268
| +110% | +$237K | ﹤0.01% | 655 |
|
|
2022
Q3 | $207K | Sell |
3,867
-152
| -4% | -$8.14K | ﹤0.01% | 749 |
|
|
2022
Q2 | $231K | Buy |
4,019
+1,022
| +34% | +$58.7K | ﹤0.01% | 734 |
|
|
2022
Q1 | $321K | Buy |
2,997
+1,042
| +53% | +$112K | ﹤0.01% | 702 |
|
|
2021
Q4 | $298K | Sell |
1,955
-2,048
| -51% | -$312K | ﹤0.01% | 682 |
|
|
2021
Q3 | $1.03M | Buy |
4,003
+514
| +15% | +$132K | ﹤0.01% | 466 |
|
|
2021
Q2 | $975K | Buy |
+3,489
| New | +$975K | ﹤0.01% | 433 |
|