Advisors Asset Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.3K | Sell |
312
-10
| -3% | -$779 | ﹤0.01% | 1335 |
|
|
2025
Q1 | $26.2K | Sell |
322
-2
| -0.6% | -$163 | ﹤0.01% | 1343 |
|
|
2024
Q4 | $29.1K | Buy |
324
+62
| +24% | +$5.58K | ﹤0.01% | 1354 |
|
|
2024
Q3 | $16.3K | Buy |
+262
| New | +$16.3K | ﹤0.01% | 1384 |
|
|
2023
Q1 | – | Sell |
-911
| Closed | -$50.5K | – | 1460 |
|
|
2022
Q4 | $50.5K | Sell |
911
-1,056
| -54% | -$58.5K | ﹤0.01% | 1338 |
|
|
2022
Q3 | $105K | Sell |
1,967
-598
| -23% | -$31.9K | ﹤0.01% | 1252 |
|
|
2022
Q2 | $147K | Sell |
2,565
-1,673
| -39% | -$95.9K | ﹤0.01% | 1221 |
|
|
2022
Q1 | $454K | Sell |
4,238
-3,266
| -44% | -$350K | 0.01% | 1040 |
|
|
2021
Q4 | $1.14M | Sell |
7,504
-4,617
| -38% | -$703K | 0.02% | 794 |
|
|
2021
Q3 | $3.12M | Sell |
12,121
-417
| -3% | -$107K | 0.05% | 432 |
|
|
2021
Q2 | $3.51M | Buy |
12,538
+56
| +0.4% | +$15.7K | 0.05% | 377 |
|
|
2021
Q1 | $2.53M | Buy |
12,482
+1,646
| +15% | +$333K | 0.04% | 500 |
|
|
2020
Q4 | $2.41M | Buy |
10,836
+2,097
| +24% | +$466K | 0.04% | 471 |
|
|
2020
Q3 | $1.88M | Sell |
8,739
-70
| -0.8% | -$15.1K | 0.03% | 488 |
|
|
2020
Q2 | $1.52M | Buy |
8,809
+943
| +12% | +$162K | 0.03% | 561 |
|
|
2020
Q1 | $727K | Buy |
7,866
+1,100
| +16% | +$102K | 0.02% | 707 |
|
|
2019
Q4 | $501K | Sell |
6,766
-92
| -1% | -$6.81K | 0.01% | 979 |
|
|
2019
Q3 | $425K | Buy |
6,858
+255
| +4% | +$15.8K | 0.01% | 1020 |
|
|
2019
Q2 | $328K | Buy |
6,603
+113
| +2% | +$5.61K | 0.01% | 1091 |
|
|
2019
Q1 | $336K | Buy |
+6,490
| New | +$336K | 0.01% | 1199 |
|