AIM
DOCU

Aspen Investment Management’s DocuSign DOCU Stock Holding History

Aspen Investment Management’s Portfolio DOCU Stock Details DOCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,133
Closed -$283K – 175
2025
Q4 		$283K Hold
4,133
– – 0.09% 162
2025
Q3 		$298K Hold
4,133
– – 0.12% 134
2025
Q2 		$322K Buy
4,133
+435
+12% +$35.2K 0.14% 125
2025
Q1 		$301K Sell
3,698
-9,677
-72% -$848K 0.14% 127
2024
Q4 		$1.2M Buy
13,375
+9,640
+258% +$770K 0.56% 53
2024
Q3 		$232K Sell
3,735
-15
-0.4% -$841 0.11% 144
2024
Q2 		$201K Sell
3,750
-59
-2% -$3.33K 0.1% 146
2024
Q1 		$227K Buy
3,809
+9
+0.2% +$508 0.12% 147
2023
Q4 		$226K Buy
+3,800
New +$174K 0.13% 134
2022
Q3 		– Sell
-4,207
Closed -$241K – 133
2022
Q2 		$241K Sell
4,207
-959
-19% -$77.6K 0.15% 129
2022
Q1 		$553K Sell
5,166
-275
-5% -$31.6K 0.29% 96
2021
Q4 		$829K Sell
5,441
-229
-4% -$52.2K 0.41% 81
2021
Q3 		$1.46M Buy
5,670
+85
+2% +$24.5K 0.77% 41
2021
Q2 		$1.56M Buy
5,585
+30
+0.5% +$6.71K 0.82% 38
2021
Q1 		$1.13M Sell
5,555
-50
-0.9% -$11.6K 0.63% 50
2020
Q4 		$1.25M Sell
5,605
-1,410
-20% -$317K 0.74% 47
2020
Q3 		$1.51M Sell
7,015
-1,838
-21% -$382K 1.01% 27
2020
Q2 		$1.52M Sell
8,853
-125
-1% -$15.8K 1.09% 26
2020
Q1 		$830K Buy
+8,978
New +$722K 0.72% 41

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