AssetMark Inc
DOCU

AssetMark Inc’s DocuSign DOCU Stock Holding History

AssetMark Inc’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 		$9.62M Buy
202,890
+4,463
+2% +$228K 0.02% 512
2025
Q4 		$13.6M Sell
198,427
-372,050
-65% -$25.7M 0.03% 411
2025
Q3 		$41.1M Sell
570,477
-44,815
-7% -$3.45M 0.09% 185
2025
Q2 		$47.9M Buy
615,292
+188,067
+44% +$15.2M 0.11% 157
2025
Q1 		$34.8M Buy
427,225
+10,639
+3% +$932K 0.1% 176
2024
Q4 		$37.5M Buy
416,586
+416,528
+718,152% +$33.3M 0.1% 162
2024
Q3 		$3.6K Buy
58
+21
+57% +$1.18K ﹤0.01% 1778
2024
Q2 		$1.98K Buy
37
+29
+363% +$1.64K ﹤0.01% 1751
2024
Q1 		$476 Buy
8
+5
+167% +$282 ﹤0.01% 1726
2023
Q4 		$178 Buy
+3
New +$138 ﹤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% -$894K ﹤0.01% 1351
2021
Q4 		$1.19M Buy
7,816
+7,236
+1,248% +$1.65M ﹤0.01% 385
2021
Q3 		$149K Buy
+580
New +$167K ﹤0.01% 608
2021
Q1 		– Sell
-43
Closed -$10K – 1369
2020
Q4 		$10K Buy
+43
New +$9.66K ﹤0.01% 920
2019
Q2 		– Sell
-362
Closed -$19K – 1349
2019
Q1 		$19K Buy
+362
New +$18.5K ﹤0.01% 889

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