Bank of Montreal’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.84M | Sell |
87,839
-17,652
| -17% | -$1.37M | ﹤0.01% | 994 |
|
2025
Q1 | $8.59M | Sell |
105,491
-193
| -0.2% | -$15.7K | ﹤0.01% | 907 |
|
2024
Q4 | $9.51M | Sell |
105,684
-73,195
| -41% | -$6.58M | ﹤0.01% | 906 |
|
2024
Q3 | $11M | Sell |
178,879
-2,856
| -2% | -$176K | ﹤0.01% | 923 |
|
2024
Q2 | $9.83M | Sell |
181,735
-265,532
| -59% | -$14.4M | ﹤0.01% | 935 |
|
2024
Q1 | $26.7M | Buy |
447,267
+219,727
| +97% | +$13.1M | 0.01% | 612 |
|
2023
Q4 | $13.7M | Buy |
227,540
+18,547
| +9% | +$1.12M | ﹤0.01% | 804 |
|
2023
Q3 | $11M | Sell |
208,993
-934,183
| -82% | -$49.1M | ﹤0.01% | 838 |
|
2023
Q2 | $61.7M | Buy |
1,143,176
+1,014,910
| +791% | +$54.8M | 0.02% | 319 |
|
2023
Q1 | $7.5M | Buy |
128,266
+32,218
| +34% | +$1.88M | ﹤0.01% | 955 |
|
2022
Q4 | $5.32M | Sell |
96,048
-32,221
| -25% | -$1.79M | ﹤0.01% | 1074 |
|
2022
Q3 | $7.26K | Sell |
128,269
-326,137
| -72% | -$18.5K | ﹤0.01% | 969 |
|
2022
Q2 | $40.2K | Buy |
454,406
+160,559
| +55% | +$14.2K | 0.02% | 423 |
|
2022
Q1 | $31.8M | Sell |
293,847
-410,467
| -58% | -$44.4M | 0.02% | 518 |
|
2021
Q4 | $109M | Buy |
704,314
+609,680
| +644% | +$94.7M | 0.06% | 247 |
|
2021
Q3 | $24.4M | Buy |
94,634
+69,451
| +276% | +$17.9M | 0.01% | 754 |
|
2021
Q2 | $7.17M | Sell |
25,183
-17,054
| -40% | -$4.85M | ﹤0.01% | 1348 |
|
2021
Q1 | $8.97M | Sell |
42,237
-11,453
| -21% | -$2.43M | 0.01% | 955 |
|
2020
Q4 | $12.9M | Buy |
53,690
+7,761
| +17% | +$1.87M | 0.01% | 792 |
|
2020
Q3 | $10.2M | Sell |
45,929
-131
| -0.3% | -$29K | 0.01% | 780 |
|
2020
Q2 | $9.78M | Buy |
46,060
+26,961
| +141% | +$5.73M | 0.01% | 754 |
|
2020
Q1 | $1.61M | Sell |
19,099
-26,444
| -58% | -$2.22M | ﹤0.01% | 1365 |
|
2019
Q4 | $3.38M | Buy |
45,543
+14,808
| +48% | +$1.1M | ﹤0.01% | 1361 |
|
2019
Q3 | $1.9M | Buy |
30,735
+25,522
| +490% | +$1.58M | ﹤0.01% | 1441 |
|
2019
Q2 | $259K | Sell |
5,213
-3,836
| -42% | -$191K | ﹤0.01% | 2374 |
|
2019
Q1 | $470K | Sell |
9,049
-23,098
| -72% | -$1.2M | ﹤0.01% | 2012 |
|
2018
Q4 | $1.29M | Buy |
32,147
+18,178
| +130% | +$728K | ﹤0.01% | 1599 |
|
2018
Q3 | $735K | Buy |
13,969
+11,230
| +410% | +$591K | ﹤0.01% | 1924 |
|
2018
Q2 | $145K | Buy |
+2,739
| New | +$145K | ﹤0.01% | 2635 |
|