Ownership history in Selective Wealth Management, Inc. · 23 quarters on record
This page tracks every 13F SEC filing in which Selective Wealth Management, Inc. reported a position in DOCUSIGN INC (DOCU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 40,831 | -1,616 | -3.8% | 0.76% | $2.4M | $68.40 |
| 2025 Q3 | REDUCED | 42,447 | -2,226 | -5.0% | 0.96% | $3.0M | $72.09 |
| 2025 Q2 | REDUCED | 44,673 | -1,622 | -3.5% | 1.30% | $3.6M | $77.89 |
| 2025 Q1 | REDUCED | 46,295 | -1,455 | -3.0% | 1.50% | $3.4M | $81.40 |
| 2024 Q4 | REDUCED | 47,750 | -6,099 | -11.3% | 1.75% | $4.3M | $89.94 |
| 2024 Q3 | REDUCED | 53,849 | -7,030 | -11.5% | 1.50% | $3.6M | $62.09 |
| 2024 Q2 | REDUCED | 60,879 | -2,001 | -3.2% | 1.39% | $3.2M | $53.50 |
| 2024 Q1 | REDUCED | 62,880 | -4,669 | -6.9% | 1.62% | $3.7M | $59.55 |
| 2023 Q4 | REDUCED | 67,549 | -11,568 | -14.6% | 1.87% | $3.7M | $59.45 |
| 2023 Q3 | REDUCED | 79,117 | -8,347 | -9.5% | 1.80% | $3.3M | $42.00 |
As of 2025 Q4 — sorted by position size