Adero Partners’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $263K | Buy |
3,231
+212
| +7% | +$17.3K | 0.02% | 197 |
|
|
2024
Q4 | $272K | Buy |
+3,019
| New | +$272K | 0.02% | 183 |
|
|
2022
Q2 | – | Sell |
-2,973
| Closed | -$318K | – | 155 |
|
|
2022
Q1 | $318K | Buy |
2,973
+23
| +0.8% | +$2.46K | 0.05% | 123 |
|
|
2021
Q4 | $449K | Sell |
2,950
-30
| -1% | -$4.57K | 0.07% | 107 |
|
|
2021
Q3 | $767K | Buy |
2,980
+29
| +1% | +$7.46K | 0.14% | 71 |
|
|
2021
Q2 | $825K | Buy |
2,951
+22
| +0.8% | +$6.15K | 0.19% | 58 |
|
|
2021
Q1 | $593K | Buy |
+2,929
| New | +$593K | 0.27% | 58 |
|
|
2020
Q4 | – | Sell |
-1,957
| Closed | -$421K | – | 87 |
|
|
2020
Q3 | $421K | Buy |
1,957
+486
| +33% | +$105K | 0.34% | 55 |
|
|
2020
Q2 | $253K | Buy |
+1,471
| New | +$253K | 0.26% | 61 |
|