AMI Asset Management’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-79,763
| Closed | -$12.1M | – | 92 |
|
|
2021
Q4 | $12.1M | Sell |
79,763
-38,655
| -33% | -$5.89M | 0.59% | 36 |
|
|
2021
Q3 | $30.5M | Buy |
118,418
+45,509
| +62% | +$11.7M | 1.53% | 33 |
|
|
2021
Q2 | $20.4M | Sell |
72,909
-4,112
| -5% | -$1.15M | 1.02% | 34 |
|
|
2021
Q1 | $15.6M | Sell |
77,021
-5,241
| -6% | -$1.06M | 0.81% | 35 |
|
|
2020
Q4 | $18.3M | Sell |
82,262
-770
| -0.9% | -$171K | 0.91% | 35 |
|
|
2020
Q3 | $17.9M | Buy |
+83,032
| New | +$17.9M | 0.91% | 33 |
|