Asset Management One’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-77,094
| Closed | -$5.35M | – | 929 |
|
|
2025
Q4 | $5.35M | Sell |
77,094
-603
| -0.8% | -$41.7K | 0.01% | 606 |
|
|
2025
Q3 | $5.6M | Buy |
77,697
+883
| +1% | +$68K | 0.02% | 592 |
|
|
2025
Q2 | $5.98M | Sell |
76,814
-1,181
| -2% | -$95.5K | 0.02% | 577 |
|
|
2025
Q1 | $6.35M | Buy |
77,995
+2,333
| +3% | +$204K | 0.02% | 546 |
|
|
2024
Q4 | $7.04M | Buy |
75,662
+2,565
| +4% | +$205K | 0.02% | 519 |
|
|
2024
Q3 | $4.54M | Sell |
73,097
-295
| -0.4% | -$16.5K | 0.02% | 631 |
|
|
2024
Q2 | $3.93M | Sell |
73,392
-3,701
| -5% | -$209K | 0.02% | 635 |
|
|
2024
Q1 | $4.59M | Buy |
77,093
+1,683
| +2% | +$95K | 0.02% | 609 |
|
|
2023
Q4 | $4.54M | Sell |
75,410
-2,180
| -3% | -$100K | 0.02% | 619 |
|
|
2023
Q3 | $3.26M | Sell |
77,590
-710
| -0.9% | -$34.8K | 0.01% | 687 |
|
|
2023
Q2 | $4M | Sell |
78,300
-4,029
| -5% | -$213K | 0.02% | 649 |
|
|
2023
Q1 | $4.8M | Sell |
82,329
-973
| -1% | -$58K | 0.02% | 589 |
|
|
2022
Q4 | $4.64M | Buy |
83,302
+2,540
| +3% | +$124K | 0.02% | 575 |
|
|
2022
Q3 | $4.32M | Buy |
80,762
+562
| +0.7% | +$35.2K | 0.02% | 593 |
|
|
2022
Q2 | $4.6M | Sell |
80,200
-2,282
| -3% | -$185K | 0.02% | 609 |
|
|
2022
Q1 | $8.84M | Sell |
82,482
-3,592
| -4% | -$412K | 0.03% | 479 |
|
|
2021
Q4 | $13.1M | Sell |
86,074
-108
| -0.1% | -$24.6K | 0.05% | 415 |
|
|
2021
Q3 | $22.2M | Buy |
86,182
+905
| +1% | +$261K | 0.09% | 243 |
|
|
2021
Q2 | $23.8M | Buy |
85,277
+2,083
| +3% | +$466K | 0.09% | 231 |
|
|
2021
Q1 | $16.8M | Sell |
83,194
-2,499
| -3% | -$580K | 0.07% | 314 |
|
|
2020
Q4 | $19.5M | Sell |
85,693
-1,158
| -1% | -$260K | 0.08% | 248 |
|
|
2020
Q3 | $18.7M | Sell |
86,851
-1,007
| -1% | -$209K | 0.09% | 229 |
|
|
2020
Q2 | $15.1M | Buy |
87,858
+36,632
| +72% | +$4.62M | 0.07% | 262 |
|
|
2020
Q1 | $4.73M | Buy |
51,226
+116
| +0.2% | +$9.33K | 0.03% | 518 |
|
|
2019
Q4 | $3.79M | Buy |
51,110
+53
| +0.1% | +$3.64K | 0.02% | 703 |
|
|
2019
Q3 | $3.16M | Buy |
51,057
+2,148
| +4% | +$112K | 0.02% | 723 |
|
|
2019
Q2 | $2.43M | Buy |
+48,909
| New | +$2.61M | 0.01% | 776 |
|
Other funds holding DOCU
VPM
VCM
