Beck Capital Management’s DocuSign DOCU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-7,415
Closed -$507K 119
2025
Q4
$507K Sell
7,415
-454
-6% -$31.4K 0.12% 96
2025
Q3
$567K Sell
7,869
-113
-1% -$8.71K 0.13% 97
2025
Q2
$622K Sell
7,982
-674
-8% -$54.5K 0.16% 90
2025
Q1
$705K Buy
8,656
+107
+1% +$9.37K 0.21% 83
2024
Q4
$769K Buy
8,549
+64
+0.8% +$5.11K 0.2% 84
2024
Q3
$527K Buy
8,485
+547
+7% +$30.7K 0.14% 97
2024
Q2
$425K Buy
+7,938
New +$448K 0.12% 100
2023
Q4
Sell
-8,528
Closed -$358K 112
2023
Q3
$358K Sell
8,528
-607
-7% -$29.8K 0.14% 99
2023
Q2
$467K Buy
+9,135
New +$484K 0.18% 94
2022
Q2
Sell
-5,047
Closed -$541K 123
2022
Q1
$541K Buy
5,047
+3,631
+256% +$417K 0.17% 127
2021
Q4
$216K Buy
+1,416
New +$323K 0.07% 135
2020
Q4
Sell
-1,225
Closed -$264K 110
2020
Q3
$264K Sell
1,225
-1,084
-47% -$225K 0.15% 68
2020
Q2
$398K Buy
+2,309
New +$291K 0.2% 70

Other funds holding DOCU