AssetMark Inc’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47.9M | Buy |
615,292
+188,067
| +44% | +$14.6M | 0.11% | 157 |
|
|
2025
Q1 | $34.8M | Buy |
427,225
+10,639
| +3% | +$866K | 0.1% | 176 |
|
|
2024
Q4 | $37.5M | Buy |
416,586
+416,528
| +718,152% | +$37.5M | 0.1% | 162 |
|
|
2024
Q3 | $3.6K | Buy |
58
+21
| +57% | +$1.3K | ﹤0.01% | 1778 |
|
|
2024
Q2 | $1.98K | Buy |
37
+29
| +363% | +$1.55K | ﹤0.01% | 1751 |
|
|
2024
Q1 | $476 | Buy |
8
+5
| +167% | +$298 | ﹤0.01% | 1726 |
|
|
2023
Q4 | $178 | Buy |
+3
| New | +$178 | ﹤0.01% | 1781 |
|
|
2022
Q4 | – | Sell |
-28
| Closed | -$1K | – | 1607 |
|
|
2022
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 1430 |
|
|
2022
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 1364 |
|
|
2022
Q1 | $3K | Sell |
28
-7,788
| -100% | -$834K | ﹤0.01% | 1351 |
|
|
2021
Q4 | $1.19M | Buy |
7,816
+7,236
| +1,248% | +$1.1M | ﹤0.01% | 385 |
|
|
2021
Q3 | $149K | Buy |
+580
| New | +$149K | ﹤0.01% | 608 |
|
|
2021
Q1 | – | Sell |
-43
| Closed | -$10K | – | 1369 |
|
|
2020
Q4 | $10K | Buy |
+43
| New | +$10K | ﹤0.01% | 920 |
|
|
2019
Q2 | – | Sell |
-362
| Closed | -$19K | – | 1349 |
|
|
2019
Q1 | $19K | Buy |
+362
| New | +$19K | ﹤0.01% | 889 |
|