Atria Investments’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 | $317K | Sell |
6,691
-554
| -8% | -$28.3K | ﹤0.01% | 1724 |
|
|
2025
Q4 | $496K | Sell |
7,245
-1,028
| -12% | -$71.1K | 0.01% | 1454 |
|
|
2025
Q3 | $596K | Sell |
8,273
-182
| -2% | -$14K | 0.01% | 1330 |
|
|
2025
Q2 | $659K | Buy |
8,455
+449
| +6% | +$36.3K | 0.01% | 1273 |
|
|
2025
Q1 | $652K | Sell |
8,006
-830
| -9% | -$72.7K | 0.01% | 1210 |
|
|
2024
Q4 | $795K | Hold |
8,836
| – | – | 0.01% | 1107 |
|
|
2024
Q3 | $549K | Buy |
8,836
+96
| +1% | +$5.38K | 0.01% | 1271 |
|
|
2024
Q2 | $468K | Buy |
+8,740
| New | +$493K | 0.01% | 1339 |
|
|
2023
Q3 | – | Sell |
-25,564
| Closed | -$1.31M | – | 852 |
|
|
2023
Q2 | $1.31M | Buy |
25,564
+2,782
| +12% | +$147K | 0.02% | 727 |
|
|
2023
Q1 | $1.33M | Buy |
+22,782
| New | +$1.36M | 0.03% | 692 |
|
|
2022
Q2 | – | Sell |
-15,630
| Closed | -$1.67M | – | 778 |
|
|
2022
Q1 | $1.67M | Buy |
+15,630
| New | +$1.79M | 0.03% | 634 |
|
|
2021
Q1 | – | Sell |
-6,109
| Closed | -$1.36M | – | 713 |
|
|
2020
Q4 | $1.36M | Buy |
6,109
+1,208
| +25% | +$271K | 0.03% | 558 |
|
|
2020
Q3 | $1.05M | Sell |
4,901
-11,527
| -70% | -$2.39M | 0.03% | 549 |
|
|
2020
Q2 | $2.83M | Buy |
+16,428
| New | +$2.07M | 0.1% | 248 |
|
|
2020
Q1 | – | Sell |
-39,975
| Closed | -$2.96M | – | 696 |
|
|
2019
Q4 | $2.96M | Buy |
39,975
+8,762
| +28% | +$602K | 0.08% | 217 |
|
|
2019
Q3 | $1.93M | Sell |
31,213
-659
| -2% | -$34.5K | 0.07% | 240 |
|
|
2019
Q2 | $1.4M | Buy |
31,872
+7,600
| +31% | +$406K | 0.05% | 305 |
|
|
2019
Q1 | $1.26M | Buy |
24,272
+10,617
| +78% | +$542K | 0.05% | 300 |
|
|
2018
Q4 | $547K | Buy |
13,655
+8,295
| +155% | +$349K | 0.02% | 471 |
|
|
2018
Q3 | $282K | Buy |
+5,360
| New | +$304K | 0.01% | 793 |
|
Other funds holding DOCU
VPM
VCM
