Aspen Investment Management’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $322K | Buy |
4,133
+435
| +12% | +$33.9K | 0.14% | 125 |
|
|
2025
Q1 | $301K | Sell |
3,698
-9,677
| -72% | -$788K | 0.14% | 127 |
|
|
2024
Q4 | $1.2M | Buy |
13,375
+9,640
| +258% | +$867K | 0.56% | 53 |
|
|
2024
Q3 | $232K | Sell |
3,735
-15
| -0.4% | -$932 | 0.11% | 144 |
|
|
2024
Q2 | $201K | Sell |
3,750
-59
| -2% | -$3.16K | 0.1% | 146 |
|
|
2024
Q1 | $227K | Buy |
3,809
+9
| +0.2% | +$536 | 0.12% | 147 |
|
|
2023
Q4 | $226K | Buy |
+3,800
| New | +$226K | 0.13% | 134 |
|
|
2022
Q3 | – | Sell |
-4,207
| Closed | -$241K | – | 133 |
|
|
2022
Q2 | $241K | Sell |
4,207
-959
| -19% | -$54.9K | 0.15% | 129 |
|
|
2022
Q1 | $553K | Sell |
5,166
-275
| -5% | -$29.4K | 0.29% | 96 |
|
|
2021
Q4 | $829K | Sell |
5,441
-229
| -4% | -$34.9K | 0.41% | 81 |
|
|
2021
Q3 | $1.46M | Buy |
5,670
+85
| +2% | +$21.9K | 0.77% | 41 |
|
|
2021
Q2 | $1.56M | Buy |
5,585
+30
| +0.5% | +$8.39K | 0.82% | 38 |
|
|
2021
Q1 | $1.13M | Sell |
5,555
-50
| -0.9% | -$10.1K | 0.63% | 50 |
|
|
2020
Q4 | $1.25M | Sell |
5,605
-1,410
| -20% | -$313K | 0.74% | 47 |
|
|
2020
Q3 | $1.51M | Sell |
7,015
-1,838
| -21% | -$396K | 1.01% | 27 |
|
|
2020
Q2 | $1.53M | Sell |
8,853
-125
| -1% | -$21.5K | 1.09% | 26 |
|
|
2020
Q1 | $830K | Buy |
+8,978
| New | +$830K | 0.72% | 41 |
|