Bennett Selby Investments’s DocuSign DOCU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$551K Buy
7,075
+1,082
+18% +$84.3K 0.2% 57
2025
Q1
$488K Sell
5,993
-78
-1% -$6.35K 0.19% 55
2024
Q4
$546K Hold
6,071
0.22% 52
2024
Q3
$377K Sell
6,071
-821
-12% -$51K 0.16% 55
2024
Q2
$369K Sell
6,892
-261
-4% -$14K 0.17% 55
2024
Q1
$426K Sell
7,153
-448
-6% -$26.7K 0.2% 50
2023
Q4
$452K Sell
7,601
-333
-4% -$19.8K 0.23% 45
2023
Q3
$333K Sell
7,934
-2,361
-23% -$99.2K 0.19% 48
2023
Q2
$526K Sell
10,295
-533
-5% -$27.2K 0.3% 43
2023
Q1
$631K Sell
10,828
-997
-8% -$58.1K 0.41% 36
2022
Q4
$655K Sell
11,825
-1,182
-9% -$65.5K 0.49% 34
2022
Q3
$695K Hold
13,007
0.56% 29
2022
Q2
$746K Sell
13,007
-1,516
-10% -$86.9K 0.57% 30
2022
Q1
$1.56M Buy
14,523
+854
+6% +$91.5K 0.94% 21
2021
Q4
$2.08M Buy
13,669
+1,640
+14% +$250K 1.2% 18
2021
Q3
$3.1M Buy
12,029
+17
+0.1% +$4.38K 2.02% 15
2021
Q2
$3.36M Buy
12,012
+524
+5% +$146K 2.27% 15
2021
Q1
$2.33M Buy
11,488
+765
+7% +$155K 1.81% 18
2020
Q4
$2.38M Buy
+10,723
New +$2.38M 2.03% 16