Bell Investment Advisors’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.78K | Buy |
87
+20
| +30% | +$1.56K | ﹤0.01% | 840 |
|
|
2025
Q1 | $5.45K | Hold |
67
| – | – | ﹤0.01% | 870 |
|
|
2024
Q4 | $6.03K | Buy |
67
+15
| +29% | +$1.35K | ﹤0.01% | 838 |
|
|
2024
Q3 | $3.23K | Sell |
52
-14
| -21% | -$869 | ﹤0.01% | 1146 |
|
|
2024
Q2 | $3.53K | Buy |
66
+14
| +27% | +$749 | ﹤0.01% | 1097 |
|
|
2024
Q1 | $3.1K | Buy |
52
+10
| +24% | +$596 | ﹤0.01% | 1154 |
|
|
2023
Q4 | $2.5K | Sell |
42
-34
| -45% | -$2.02K | ﹤0.01% | 1235 |
|
|
2023
Q3 | $3.19K | Buy |
76
+10
| +15% | +$420 | ﹤0.01% | 1050 |
|
|
2023
Q2 | $3.37K | Sell |
66
-27
| -29% | -$1.38K | ﹤0.01% | 1024 |
|
|
2023
Q1 | $5.42K | Sell |
93
-19
| -17% | -$1.11K | ﹤0.01% | 742 |
|
|
2022
Q4 | $6.21K | Buy |
112
+41
| +58% | +$2.27K | ﹤0.01% | 695 |
|
|
2022
Q3 | $4K | Buy |
71
+14
| +25% | +$789 | ﹤0.01% | 766 |
|
|
2022
Q2 | $3K | Buy |
+57
| New | +$3K | ﹤0.01% | 921 |
|
|
2021
Q4 | $1K | Sell |
6
-36
| -86% | -$6K | ﹤0.01% | 1408 |
|
|
2021
Q3 | $11K | Buy |
+42
| New | +$11K | ﹤0.01% | 427 |
|