BAAM
Baker Avenue Asset Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.79M | Buy |
48,629
+1,573
| +3% | +$123K | 0.11% | 137 |
|
|
2025
Q1 | $3.83M | Buy |
47,056
+18,481
| +65% | +$1.5M | 0.12% | 138 |
|
|
2024
Q4 | $2.57M | Buy |
28,575
+25,338
| +783% | +$2.28M | 0.08% | 170 |
|
|
2024
Q3 | $201K | Buy |
+3,237
| New | +$201K | 0.01% | 402 |
|
|
2023
Q4 | – | Sell |
-1,737
| Closed | -$72.9K | – | 644 |
|
|
2023
Q3 | $72.9K | Sell |
1,737
-19,291
| -92% | -$810K | ﹤0.01% | 470 |
|
|
2023
Q2 | $1.07M | Buy |
21,028
+19,294
| +1,113% | +$986K | 0.05% | 182 |
|
|
2023
Q1 | $101K | Buy |
1,734
+65
| +4% | +$3.79K | 0.01% | 433 |
|
|
2022
Q4 | $92.5K | Buy |
+1,669
| New | +$92.5K | 0.01% | 413 |
|
|
2022
Q3 | – | Sell |
-6,755
| Closed | -$388K | – | 336 |
|
|
2022
Q2 | $388K | Sell |
6,755
-47,762
| -88% | -$2.74M | 0.03% | 237 |
|
|
2022
Q1 | $5.84M | Buy |
54,517
+35,568
| +188% | +$3.81M | 0.3% | 83 |
|
|
2021
Q4 | $2.89M | Buy |
18,949
+1,405
| +8% | +$214K | 0.14% | 108 |
|
|
2021
Q3 | $4.52M | Buy |
17,544
+237
| +1% | +$61K | 0.26% | 80 |
|
|
2021
Q2 | $4.84M | Buy |
17,307
+2,558
| +17% | +$715K | 0.27% | 79 |
|
|
2021
Q1 | $2.99M | Buy |
14,749
+512
| +4% | +$104K | 0.18% | 88 |
|
|
2020
Q4 | $3.16M | Buy |
14,237
+4,248
| +43% | +$944K | 0.22% | 79 |
|
|
2020
Q3 | $2.15M | Buy |
9,989
+1,548
| +18% | +$333K | 0.17% | 82 |
|
|
2020
Q2 | $1.45M | Buy |
+8,441
| New | +$1.45M | 0.12% | 101 |
|