BM
Brandywine Managers’s DocuSign DOCU Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-4,211
| Closed | -$251K | – | 38 |
|
2024
Q1 | $251K | Hold |
4,211
| – | – | 0.25% | 36 |
|
2023
Q4 | $250K | Buy |
+4,211
| New | +$250K | 0.27% | 37 |
|
2023
Q3 | – | Sell |
-4,211
| Closed | -$215K | – | 43 |
|
2023
Q2 | $215K | Hold |
4,211
| – | – | 0.14% | 46 |
|
2023
Q1 | $246K | Hold |
4,211
| – | – | 0.17% | 45 |
|
2022
Q4 | $233K | Hold |
4,211
| – | – | 0.82% | 34 |
|
2022
Q3 | $225K | Hold |
4,211
| – | – | 0.74% | 34 |
|
2022
Q2 | $242K | Sell |
4,211
-1,300
| -24% | -$74.7K | 0.59% | 36 |
|
2022
Q1 | $590K | Hold |
5,511
| – | – | 1.02% | 27 |
|
2021
Q4 | $839K | Hold |
5,511
| – | – | 0.95% | 22 |
|
2021
Q3 | $1.42M | Hold |
5,511
| – | – | 1.48% | 12 |
|
2021
Q2 | $1.54M | Hold |
5,511
| – | – | 1.76% | 11 |
|
2021
Q1 | $1.12M | Buy |
5,511
+211
| +4% | +$42.7K | 1.48% | 17 |
|
2020
Q4 | $1.18M | Hold |
5,300
| – | – | 1.62% | 12 |
|
2020
Q3 | $1.14M | Hold |
5,300
| – | – | 2.16% | 9 |
|
2020
Q2 | $913K | Sell |
5,300
-200
| -4% | -$34.5K | 3.75% | 7 |
|
2020
Q1 | $508K | Hold |
5,500
| – | – | 0.18% | 10 |
|
2019
Q4 | $408K | Hold |
5,500
| – | – | 0.12% | 30 |
|
2019
Q3 | $341K | Sell |
5,500
-1,000
| -15% | -$62K | 0.11% | 30 |
|
2019
Q2 | $323K | Hold |
6,500
| – | – | 0.12% | 36 |
|
2019
Q1 | $337K | Sell |
6,500
-1,000
| -13% | -$51.8K | 0.14% | 36 |
|
2018
Q4 | $301K | Buy |
+7,500
| New | +$301K | 0.14% | 29 |
|