Beacon Pointe Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Buy |
+3,591
| New | +$280K | ﹤0.01% | 1059 |
|
|
2024
Q3 | – | Sell |
-5,937
| Closed | -$318K | – | 1225 |
|
|
2024
Q2 | $318K | Buy |
5,937
+91
| +2% | +$4.87K | ﹤0.01% | 1018 |
|
|
2024
Q1 | $348K | Sell |
5,846
-201
| -3% | -$12K | ﹤0.01% | 1041 |
|
|
2023
Q4 | $359K | Sell |
6,047
-1,490
| -20% | -$88.6K | ﹤0.01% | 999 |
|
|
2023
Q3 | $317K | Buy |
7,537
+3,211
| +74% | +$135K | ﹤0.01% | 1034 |
|
|
2023
Q2 | $221K | Sell |
4,326
-1,714
| -28% | -$87.6K | ﹤0.01% | 973 |
|
|
2023
Q1 | $352K | Sell |
6,040
-457
| -7% | -$26.6K | 0.01% | 872 |
|
|
2022
Q4 | $360K | Sell |
6,497
-2,200
| -25% | -$122K | 0.01% | 804 |
|
|
2022
Q3 | $462K | Buy |
8,697
+316
| +4% | +$16.8K | 0.01% | 661 |
|
|
2022
Q2 | $478K | Sell |
8,381
-12,753
| -60% | -$727K | 0.01% | 669 |
|
|
2022
Q1 | $2.26M | Buy |
21,134
+19,685
| +1,359% | +$2.11M | 0.03% | 419 |
|
|
2021
Q4 | $221K | Buy |
1,449
+666
| +85% | +$102K | 0.01% | 844 |
|
|
2021
Q3 | $202K | Sell |
783
-132
| -14% | -$34.1K | 0.01% | 855 |
|
|
2021
Q2 | $256K | Buy |
+915
| New | +$256K | 0.01% | 710 |
|