Berkshire Asset Management’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-3,919
| Closed | -$420K | – | 226 |
|
2022
Q1 | $420K | Buy |
3,919
+182
| +5% | +$19.5K | 0.03% | 146 |
|
2021
Q4 | $569K | Buy |
3,737
+574
| +18% | +$87.4K | 0.03% | 157 |
|
2021
Q3 | $814K | Buy |
3,163
+565
| +22% | +$145K | 0.05% | 128 |
|
2021
Q2 | $726K | Buy |
2,598
+880
| +51% | +$246K | 0.05% | 131 |
|
2021
Q1 | $348K | Buy |
+1,718
| New | +$348K | 0.03% | 175 |
|