Bank Julius Baer & Co’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $180K | Sell |
2,311
-137
| -6% | -$10.7K | ﹤0.01% | 451 |
|
|
2025
Q1 | $225K | Sell |
2,448
-58
| -2% | -$5.34K | ﹤0.01% | 416 |
|
|
2024
Q4 | $249K | Buy |
2,506
+190
| +8% | +$18.9K | ﹤0.01% | 407 |
|
|
2024
Q3 | $170K | Sell |
2,316
-3,111
| -57% | -$229K | ﹤0.01% | 403 |
|
|
2024
Q2 | $323K | Sell |
5,427
-2,633
| -33% | -$157K | ﹤0.01% | 312 |
|
|
2024
Q1 | $480K | Sell |
8,060
-630
| -7% | -$37.5K | ﹤0.01% | 318 |
|
|
2023
Q4 | $517K | Sell |
8,690
-82
| -0.9% | -$4.88K | ﹤0.01% | 330 |
|
|
2023
Q3 | $368K | Buy |
8,772
+1,197
| +16% | +$50.2K | ﹤0.01% | 348 |
|
|
2023
Q2 | $387K | Sell |
7,575
-1,692
| -18% | -$86.4K | ﹤0.01% | 364 |
|
|
2023
Q1 | $540K | Buy |
9,267
+871
| +10% | +$50.8K | ﹤0.01% | 336 |
|
|
2022
Q4 | $465K | Buy |
8,396
+621
| +8% | +$34.4K | ﹤0.01% | 347 |
|
|
2022
Q3 | $416K | Sell |
7,775
-2,283
| -23% | -$122K | ﹤0.01% | 347 |
|
|
2022
Q2 | $577K | Sell |
10,058
-190
| -2% | -$10.9K | ﹤0.01% | 331 |
|
|
2022
Q1 | $1.1M | Buy |
10,248
+8,343
| +438% | +$894K | 0.01% | 273 |
|
|
2021
Q4 | $290K | Buy |
1,905
+603
| +46% | +$91.8K | ﹤0.01% | 489 |
|
|
2021
Q3 | $335K | Sell |
1,302
-72,815
| -98% | -$18.7M | ﹤0.01% | 489 |
|
|
2021
Q2 | $20.7M | Sell |
74,117
-18,037
| -20% | -$5.04M | 0.13% | 120 |
|
|
2021
Q1 | $18.7M | Buy |
92,154
+41,862
| +83% | +$8.47M | 0.14% | 114 |
|
|
2020
Q4 | $11.2M | Buy |
50,292
+16,999
| +51% | +$3.78M | 0.09% | 136 |
|
|
2020
Q3 | $7.17M | Buy |
33,293
+22,930
| +221% | +$4.94M | 0.07% | 133 |
|
|
2020
Q2 | $1.79M | Sell |
10,363
-351
| -3% | -$60.5K | 0.02% | 208 |
|
|
2020
Q1 | $990K | Buy |
+10,714
| New | +$990K | 0.02% | 228 |
|