Brinker Capital 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 | $1.86M | Buy |
23,832
+8,031
| +51% | +$626K | 0.02% | 822 |
|
|
2025
Q1 | $1.29M | Buy |
15,801
+3,871
| +32% | +$315K | 0.01% | 942 |
|
|
2024
Q4 | $1.07M | Buy |
+11,930
| New | +$1.07M | 0.01% | 1012 |
|
|
2023
Q3 | – | Sell |
-27,363
| Closed | -$1.4M | – | 1627 |
|
|
2023
Q2 | $1.4M | Sell |
27,363
-452
| -2% | -$23.1K | 0.01% | 804 |
|
|
2023
Q1 | $1.62M | Buy |
+27,815
| New | +$1.62M | 0.02% | 677 |
|
|
2022
Q1 | – | Sell |
-3,258
| Closed | -$496K | – | 1385 |
|
|
2021
Q4 | $496K | Sell |
3,258
-942
| -22% | -$143K | 0.01% | 1055 |
|
|
2021
Q3 | $1.17M | Hold |
4,200
| – | – | 0.02% | 716 |
|
|
2021
Q2 | $1.17M | Buy |
4,200
+2,042
| +95% | +$571K | 0.02% | 769 |
|
|
2021
Q1 | $437K | Buy |
+2,158
| New | +$437K | 0.01% | 933 |
|
|
2020
Q4 | – | Sell |
-971
| Closed | -$209K | – | 1054 |
|
|
2020
Q3 | $209K | Buy |
+971
| New | +$209K | ﹤0.01% | 1101 |
|