Executive Wealth Management, LLC
- SEC CIK
- 0001542611
- Latest filing
- Feb 13, 2025
DOCU holding history
DocuSign, Inc. in every 13F filed by Executive Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
DOCU overviewAll 13F holders of DOCUFull Q4 2024 holdings
- Shares (Q4 2024)
- 34,262
- Value
- $3.08M
- % of portfolio
- 0.2%
- Quarters held
- 5
- Since Q3 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 34,262 | $3.08M | 0.2% | −3,398−9.0% | Reduced | Holders |
| Q3 2024 | 37,660 | $2.34M | 0.2% | +37,660 | New | Holders |
| Q2 2024 | 0 | $0 | 0.0% | −38,737−100.0% | Sold out | Holders |
| Q1 2024 | 38,737 | $2.26M | 0.2% | −6,240−13.9% | Reduced | Holders |
| Q4 2023 | 44,977 | $2.67M | 0.3% | +21,168+88.9% | Added | Holders |
| Q3 2023 | 23,809 | $1.00M | 0.1% | +23,809 | New | Holders |