Acorn Financial Advisory Services’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $953K | Sell |
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|
2025
Q2 | $1.06M | Sell |
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|
2025
Q1 | $1.15M | Buy |
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|
2024
Q4 | $1.26M | Sell |
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|
2024
Q3 | $917K | Sell |
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|
2024
Q2 | $912K | Sell |
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|
2024
Q1 | $1.04M | Sell |
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|
2023
Q4 | $1.08M | Buy |
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|
2023
Q3 | $734K | Buy |
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|
2023
Q2 | $889K | Buy |
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|
2023
Q1 | $855K | Buy |
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|
2022
Q4 | $733K | Buy |
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|
2022
Q3 | $697K | Buy |
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|
2022
Q2 | $704K | Sell |
|
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|
2022
Q1 | $1.52M | Buy |
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|
2021
Q4 | $1.93M | Buy |
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|
2021
Q3 | $2.87M | Sell |
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|
2021
Q2 | $3.16M | Sell |
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|
2021
Q1 | $2.38M | Buy |
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|
2020
Q4 | $2.47M | Buy |
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|
2020
Q3 | $2.19M | Buy |
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|
2020
Q2 | $978K | Sell |
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|
2020
Q1 | $620K | Buy |
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|
2019
Q4 | $466K | Buy |
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