Americana Partners’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $412K | Sell |
5,291
-321
| -6% | -$25K | 0.01% | 328 |
|
|
2025
Q1 | $457K | Sell |
5,612
-720
| -11% | -$58.6K | 0.02% | 276 |
|
|
2024
Q4 | $570K | Hold |
6,332
| – | – | 0.02% | 259 |
|
|
2024
Q3 | $393K | Buy |
6,332
+1,368
| +28% | +$84.9K | 0.03% | 272 |
|
|
2024
Q2 | $266K | Sell |
4,964
-428
| -8% | -$22.9K | 0.02% | 303 |
|
|
2024
Q1 | $321K | Sell |
5,392
-3,415
| -39% | -$203K | 0.03% | 277 |
|
|
2023
Q4 | $524K | Sell |
8,807
-368
| -4% | -$21.9K | 0.05% | 202 |
|
|
2023
Q3 | $381K | Buy |
9,175
+3,009
| +49% | +$125K | 0.04% | 228 |
|
|
2023
Q2 | $315K | Buy |
6,166
+785
| +15% | +$40.1K | 0.04% | 225 |
|
|
2023
Q1 | $314K | Sell |
5,381
-57
| -1% | -$3.32K | 0.05% | 217 |
|
|
2022
Q4 | $292K | Sell |
5,438
-882
| -14% | -$47.3K | 0.05% | 201 |
|
|
2022
Q3 | $280K | Buy |
+6,320
| New | +$280K | 0.05% | 194 |
|
|
2022
Q2 | – | Sell |
-5,078
| Closed | -$533K | – | 256 |
|
|
2022
Q1 | $533K | Buy |
+5,078
| New | +$533K | 0.16% | 122 |
|