Western Wealth Management’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $412K | Sell |
|
|||||
|
2025
Q2 | $460K | Buy |
|
|||||
|
2025
Q1 | $479K | Sell |
|
|||||
|
2024
Q4 | $539K | Buy |
|
|||||
|
2024
Q3 | $343K | Sell |
|
|||||
|
2024
Q2 | $299K | Sell |
|
|||||
|
2024
Q1 | $342K | Sell |
|
|||||
|
2023
Q4 | $345K | Sell |
|
|||||
|
2023
Q3 | $249K | Buy |
|
|||||
|
2023
Q2 | $295K | Sell |
|
|||||
|
2023
Q1 | $338K | Sell |
|
|||||
|
2022
Q4 | $324K | Sell |
|
|||||
|
2022
Q3 | $631K | Sell |
|
|||||
|
2022
Q2 | $680K | Sell |
|
|||||
|
2022
Q1 | $1.35M | Buy |
|
|||||
|
2021
Q4 | $1.01M | Buy |
|
|||||
|
2021
Q2 | $2.01M | Sell |
|
|||||
|
2021
Q1 | $1.53M | Buy |
|
|||||
|
2020
Q4 | $265K | Buy |
|
|||||
|
2020
Q3 | $231K | Buy |
|