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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $571K | Sell |
12,035
-969
| -7% | -$49.6K | 0.08% | 116 |
|
|
2025
Q4 | $889K | Sell |
13,004
-222
| -2% | -$15.4K | 0.13% | 79 |
|
|
2025
Q3 | $953K | Sell |
13,226
-395
| -3% | -$30.4K | 0.15% | 69 |
|
|
2025
Q2 | $1.06M | Sell |
13,621
-483
| -3% | -$39.1K | 0.17% | 63 |
|
|
2025
Q1 | $1.15M | Buy |
14,104
+69
| +0.5% | +$6.04K | 0.21% | 61 |
|
|
2024
Q4 | $1.26M | Sell |
14,035
-734
| -5% | -$58.6K | 0.21% | 54 |
|
|
2024
Q3 | $917K | Sell |
14,769
-2,285
| -13% | -$128K | 0.16% | 70 |
|
|
2024
Q2 | $912K | Sell |
17,054
-455
| -3% | -$25.7K | 0.17% | 71 |
|
|
2024
Q1 | $1.04M | Sell |
17,509
-729
| -4% | -$41.2K | 0.2% | 69 |
|
|
2023
Q4 | $1.08M | Buy |
18,238
+767
| +4% | +$35.2K | 0.19% | 82 |
|
|
2023
Q3 | $734K | Buy |
17,471
+66
| +0.4% | +$3.23K | 0.13% | 110 |
|
|
2023
Q2 | $889K | Buy |
17,405
+2,732
| +19% | +$145K | 0.16% | 92 |
|
|
2023
Q1 | $855K | Buy |
14,673
+1,440
| +11% | +$85.9K | 0.17% | 90 |
|
|
2022
Q4 | $733K | Buy |
13,233
+196
| +2% | +$9.54K | 0.16% | 93 |
|
|
2022
Q3 | $697K | Buy |
13,037
+762
| +6% | +$47.8K | 0.17% | 93 |
|
|
2022
Q2 | $704K | Sell |
12,275
-1,877
| -13% | -$152K | 0.17% | 85 |
|
|
2022
Q1 | $1.52M | Buy |
14,152
+1,462
| +12% | +$168K | 0.3% | 54 |
|
|
2021
Q4 | $1.93M | Buy |
12,690
+1,546
| +14% | +$352K | 0.39% | 41 |
|
|
2021
Q3 | $2.87M | Sell |
11,144
-151
| -1% | -$43.5K | 0.89% | 21 |
|
|
2021
Q2 | $3.16M | Sell |
11,295
-473
| -4% | -$106K | 0.93% | 19 |
|
|
2021
Q1 | $2.38M | Buy |
11,768
+656
| +6% | +$152K | 0.87% | 19 |
|
|
2020
Q4 | $2.47M | Buy |
11,112
+922
| +9% | +$207K | 0.97% | 18 |
|
|
2020
Q3 | $2.19M | Buy |
10,190
+4,509
| +79% | +$936K | 1.15% | 15 |
|
|
2020
Q2 | $978K | Sell |
5,681
-1,025
| -15% | -$129K | 0.68% | 42 |
|
|
2020
Q1 | $620K | Buy |
6,706
+413
| +7% | +$33.2K | 0.61% | 52 |
|
|
2019
Q4 | $466K | Buy |
+6,293
| New | +$432K | 0.39% | 89 |
|
Other funds holding DOCU
VPM
VCM
