Westbourne Investment Advisors’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 | $3.6M | Buy |
|
|||||
|
2025
Q1 | $3.74M | Buy |
|
|||||
|
2024
Q4 | $4.12M | Sell |
|
|||||
|
2024
Q3 | $3.06M | Buy |
|
|||||
|
2024
Q2 | $2.56M | Sell |
|
|||||
|
2024
Q1 | $2.85M | Buy |
|
|||||
|
2023
Q4 | $2.53M | Buy |
|
|||||
|
2023
Q3 | $1.72M | Buy |
|
|||||
|
2023
Q2 | $1.76M | Buy |
|
|||||
|
2023
Q1 | $1.8M | Sell |
|
|||||
|
2022
Q4 | $1.72M | Buy |
|
|||||
|
2022
Q3 | $1.49M | Buy |
|
|||||
|
2022
Q2 | $1.42M | Buy |
|