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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-5,601
| Closed | -$383K | – | 964 |
|
|
2025
Q4 | $383K | Sell |
5,601
-111
| -2% | -$7.68K | 0.02% | 591 |
|
|
2025
Q3 | $412K | Sell |
5,712
-200
| -3% | -$15.4K | 0.02% | 493 |
|
|
2025
Q2 | $460K | Buy |
5,912
+25
| +0.4% | +$2.02K | 0.03% | 430 |
|
|
2025
Q1 | $479K | Sell |
5,887
-111
| -2% | -$9.72K | 0.03% | 405 |
|
|
2024
Q4 | $539K | Buy |
5,998
+470
| +9% | +$37.5K | 0.04% | 364 |
|
|
2024
Q3 | $343K | Sell |
5,528
-60
| -1% | -$3.36K | 0.02% | 558 |
|
|
2024
Q2 | $299K | Sell |
5,588
-157
| -3% | -$8.86K | 0.02% | 501 |
|
|
2024
Q1 | $342K | Sell |
5,745
-52
| -0.9% | -$2.94K | 0.03% | 466 |
|
|
2023
Q4 | $345K | Sell |
5,797
-130
| -2% | -$5.96K | 0.02% | 517 |
|
|
2023
Q3 | $249K | Buy |
5,927
+155
| +3% | +$7.6K | 0.02% | 554 |
|
|
2023
Q2 | $295K | Sell |
5,772
-25
| -0.4% | -$1.32K | 0.03% | 508 |
|
|
2023
Q1 | $338K | Sell |
5,797
-50
| -0.9% | -$2.98K | 0.03% | 469 |
|
|
2022
Q4 | $324K | Sell |
5,847
-6,074
| -51% | -$296K | 0.03% | 446 |
|
|
2022
Q3 | $631K | Sell |
11,921
-2
| -0% | -$125 | 0.04% | 410 |
|
|
2022
Q2 | $680K | Sell |
11,923
-640
| -5% | -$51.8K | 0.04% | 394 |
|
|
2022
Q1 | $1.35M | Buy |
12,563
+5,949
| +90% | +$683K | 0.07% | 278 |
|
|
2021
Q4 | $1.01M | Buy |
+6,614
| New | +$1.51M | 0.1% | 193 |
|
|
2021
Q2 | $2.01M | Sell |
7,177
-393
| -5% | -$87.9K | 0.21% | 112 |
|
|
2021
Q1 | $1.53M | Buy |
7,570
+6,377
| +535% | +$1.48M | 0.21% | 115 |
|
|
2020
Q4 | $265K | Buy |
1,193
+119
| +11% | +$26.7K | 0.04% | 378 |
|
|
2020
Q3 | $231K | Buy |
+1,074
| New | +$223K | 0.04% | 383 |
|
Other funds holding DOCU
VPM
VCM
