WANY
Wealthspire Advisors (New York)’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $567K | Buy |
7,275
+696
| +11% | +$54.2K | ﹤0.01% | 506 |
|
|
2025
Q1 | $536K | Buy |
6,579
+122
| +2% | +$9.93K | ﹤0.01% | 497 |
|
|
2024
Q4 | $581K | Buy |
6,457
+394
| +6% | +$35.4K | 0.01% | 476 |
|
|
2024
Q3 | $376K | Sell |
6,063
-607
| -9% | -$37.7K | ﹤0.01% | 565 |
|
|
2024
Q2 | $357K | Buy |
+6,670
| New | +$357K | ﹤0.01% | 500 |
|