Aspiriant LLC’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $788K | Buy |
10,117
+3
| +0% | +$234 | 0.03% | 164 |
|
|
2025
Q1 | $823K | Buy |
10,114
+12
| +0.1% | +$977 | 0.03% | 154 |
|
|
2024
Q4 | $909K | Sell |
10,102
-447
| -4% | -$40.2K | 0.03% | 148 |
|
|
2024
Q3 | $655K | Buy |
10,549
+2
| +0% | +$124 | 0.02% | 171 |
|
|
2024
Q2 | $564K | Sell |
10,547
-3
| -0% | -$161 | 0.02% | 182 |
|
|
2024
Q1 | $628K | Buy |
10,550
+3
| +0% | +$179 | 0.03% | 173 |
|
|
2023
Q4 | $627K | Hold |
10,547
| – | – | 0.03% | 169 |
|
|
2023
Q3 | $443K | Hold |
10,547
| – | – | 0.02% | 191 |
|
|
2023
Q2 | $539K | Hold |
10,547
| – | – | 0.03% | 176 |
|
|
2023
Q1 | $615K | Sell |
10,547
-27
| -0.3% | -$1.57K | 0.03% | 165 |
|
|
2022
Q4 | $586K | Hold |
10,574
| – | – | 0.03% | 165 |
|
|
2022
Q3 | $565K | Hold |
10,574
| – | – | 0.03% | 160 |
|
|
2022
Q2 | $607K | Buy |
10,574
+27
| +0.3% | +$1.55K | 0.03% | 152 |
|
|
2022
Q1 | $1.13M | Hold |
10,547
| – | – | 0.06% | 124 |
|
|
2021
Q4 | $1.61M | Hold |
10,547
| – | – | 0.09% | 103 |
|
|
2021
Q3 | $2.72M | Hold |
10,547
| – | – | 0.16% | 67 |
|
|
2021
Q2 | $2.95M | Sell |
10,547
-6,214
| -37% | -$1.74M | 0.17% | 62 |
|
|
2021
Q1 | $3.39M | Buy |
16,761
+22
| +0.1% | +$4.45K | 0.22% | 45 |
|
|
2020
Q4 | $3.72M | Hold |
16,739
| – | – | 0.25% | 42 |
|
|
2020
Q3 | $3.6M | Hold |
16,739
| – | – | 0.28% | 43 |
|
|
2020
Q2 | $2.88M | Hold |
16,739
| – | – | 0.27% | 43 |
|
|
2020
Q1 | $1.55M | Hold |
16,739
| – | – | 0.15% | 58 |
|
|
2019
Q4 | $1.24M | Hold |
16,739
| – | – | 0.11% | 78 |
|
|
2019
Q3 | $1.04M | Hold |
16,739
| – | – | 0.09% | 105 |
|
|
2019
Q2 | $832K | Buy |
+16,739
| New | +$832K | 0.07% | 123 |
|