Advisors Asset Management’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 | $17.7K | Sell |
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|
2025
Q2 | $24.3K | Sell |
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|
2025
Q1 | $26.2K | Sell |
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|
2024
Q4 | $29.1K | Buy |
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|
2024
Q3 | $16.3K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $50.5K | Sell |
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|
2022
Q3 | $105K | Sell |
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|
2022
Q2 | $147K | Sell |
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|
2022
Q1 | $454K | Sell |
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|
2021
Q4 | $1.14M | Sell |
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|
2021
Q3 | $3.12M | Sell |
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|
2021
Q2 | $3.5M | Buy |
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|
2021
Q1 | $2.53M | Buy |
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|
2020
Q4 | $2.41M | Buy |
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|
2020
Q3 | $1.88M | Sell |
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|
2020
Q2 | $1.52M | Buy |
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|
2020
Q1 | $727K | Buy |
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|
2019
Q4 | $501K | Sell |
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|
2019
Q3 | $425K | Buy |
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|
2019
Q2 | $328K | Buy |
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|
2019
Q1 | $336K | Buy |
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