WIA
Westbourne Investment Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.6M | Buy |
46,199
+203
| +0.4% | +$15.8K | 1.09% | 27 |
|
|
2025
Q1 | $3.74M | Buy |
45,996
+161
| +0.4% | +$13.1K | 1.33% | 28 |
|
|
2024
Q4 | $4.12M | Sell |
45,835
-3,455
| -7% | -$311K | 1.41% | 26 |
|
|
2024
Q3 | $3.06M | Buy |
49,290
+1,476
| +3% | +$91.6K | 1.07% | 30 |
|
|
2024
Q2 | $2.56M | Sell |
47,814
-48
| -0.1% | -$2.57K | 0.93% | 31 |
|
|
2024
Q1 | $2.85M | Buy |
47,862
+5,259
| +12% | +$313K | 1.05% | 30 |
|
|
2023
Q4 | $2.53M | Buy |
42,603
+1,560
| +4% | +$92.8K | 1.01% | 30 |
|
|
2023
Q3 | $1.72M | Buy |
41,043
+6,525
| +19% | +$274K | 0.79% | 32 |
|
|
2023
Q2 | $1.76M | Buy |
34,518
+3,703
| +12% | +$189K | 0.79% | 32 |
|
|
2023
Q1 | $1.8M | Sell |
30,815
-145
| -0.5% | -$8.46K | 0.87% | 32 |
|
|
2022
Q4 | $1.72M | Buy |
30,960
+3,106
| +11% | +$172K | 0.87% | 34 |
|
|
2022
Q3 | $1.49M | Buy |
27,854
+3,036
| +12% | +$162K | 0.79% | 35 |
|
|
2022
Q2 | $1.42M | Buy |
+24,818
| New | +$1.42M | 0.88% | 33 |
|