Beck Capital Management’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $622K | Sell |
7,982
-674
| -8% | -$52.5K | 0.16% | 90 |
|
|
2025
Q1 | $705K | Buy |
8,656
+107
| +1% | +$8.71K | 0.21% | 83 |
|
|
2024
Q4 | $769K | Buy |
8,549
+64
| +0.8% | +$5.76K | 0.2% | 84 |
|
|
2024
Q3 | $527K | Buy |
8,485
+547
| +7% | +$34K | 0.14% | 97 |
|
|
2024
Q2 | $425K | Buy |
+7,938
| New | +$425K | 0.12% | 100 |
|
|
2023
Q4 | – | Sell |
-8,528
| Closed | -$358K | – | 112 |
|
|
2023
Q3 | $358K | Sell |
8,528
-607
| -7% | -$25.5K | 0.14% | 99 |
|
|
2023
Q2 | $467K | Buy |
+9,135
| New | +$467K | 0.18% | 94 |
|
|
2022
Q2 | – | Sell |
-5,047
| Closed | -$541K | – | 123 |
|
|
2022
Q1 | $541K | Buy |
5,047
+3,631
| +256% | +$389K | 0.17% | 127 |
|
|
2021
Q4 | $216K | Buy |
+1,416
| New | +$216K | 0.07% | 135 |
|
|
2020
Q4 | – | Sell |
-1,225
| Closed | -$264K | – | 110 |
|
|
2020
Q3 | $264K | Sell |
1,225
-1,084
| -47% | -$234K | 0.15% | 68 |
|
|
2020
Q2 | $398K | Buy |
+2,309
| New | +$398K | 0.2% | 70 |
|