Atria Investments’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $659K | Buy |
8,455
+449
| +6% | +$35K | 0.01% | 1273 |
|
|
2025
Q1 | $652K | Sell |
8,006
-830
| -9% | -$67.6K | 0.01% | 1210 |
|
|
2024
Q4 | $795K | Hold |
8,836
| – | – | 0.01% | 1107 |
|
|
2024
Q3 | $549K | Buy |
8,836
+96
| +1% | +$5.96K | 0.01% | 1271 |
|
|
2024
Q2 | $468K | Buy |
+8,740
| New | +$468K | 0.01% | 1339 |
|
|
2023
Q3 | – | Sell |
-25,564
| Closed | -$1.31M | – | 852 |
|
|
2023
Q2 | $1.31M | Buy |
25,564
+2,782
| +12% | +$142K | 0.02% | 727 |
|
|
2023
Q1 | $1.33M | Buy |
+22,782
| New | +$1.33M | 0.03% | 692 |
|
|
2022
Q2 | – | Sell |
-15,630
| Closed | -$1.67M | – | 778 |
|
|
2022
Q1 | $1.67M | Buy |
+15,630
| New | +$1.67M | 0.03% | 634 |
|
|
2021
Q1 | – | Sell |
-6,109
| Closed | -$1.36M | – | 713 |
|
|
2020
Q4 | $1.36M | Buy |
6,109
+1,208
| +25% | +$269K | 0.03% | 558 |
|
|
2020
Q3 | $1.06M | Sell |
4,901
-11,527
| -70% | -$2.48M | 0.03% | 549 |
|
|
2020
Q2 | $2.83M | Buy |
+16,428
| New | +$2.83M | 0.1% | 248 |
|
|
2020
Q1 | – | Sell |
-39,975
| Closed | -$2.96M | – | 696 |
|
|
2019
Q4 | $2.96M | Buy |
39,975
+8,762
| +28% | +$649K | 0.08% | 217 |
|
|
2019
Q3 | $1.93M | Sell |
31,213
-659
| -2% | -$40.8K | 0.07% | 240 |
|
|
2019
Q2 | $1.4M | Buy |
31,872
+7,600
| +31% | +$335K | 0.05% | 305 |
|
|
2019
Q1 | $1.26M | Buy |
24,272
+10,617
| +78% | +$550K | 0.05% | 300 |
|
|
2018
Q4 | $547K | Buy |
13,655
+8,295
| +155% | +$332K | 0.02% | 471 |
|
|
2018
Q3 | $282K | Buy |
+5,360
| New | +$282K | 0.01% | 793 |
|