WT 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
Q2 | $1.61M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.23M | Buy |
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|
2021
Q4 | $1.41M | Buy |
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|
2021
Q3 | $1.52M | Sell |
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|
2021
Q2 | $1.82M | Buy |
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|
2021
Q1 | $1.15M | Sell |
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|
2020
Q4 | $1.32M | Buy |
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|
2020
Q3 | $902K | Sell |
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|
2020
Q2 | $883K | Sell |
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|
2020
Q1 | $572K | Sell |
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|
2019
Q4 | $565K | Sell |
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|
2019
Q3 | $565K | Buy |
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