World Investment Advisors’s DocuSign DOCU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$278K Sell
3,570
-911
-20% -$71K 0.01% 939
2025
Q1
$365K Buy
4,481
+1,852
+70% +$151K 0.01% 797
2024
Q4
$236K Buy
+2,629
New +$236K 0.01% 911