BA
Bristlecone Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,132
| Closed | -$418K | – | 310 |
|
|
2025
Q1 | $418K | Sell |
5,132
-481
| -9% | -$39.2K | 0.03% | 210 |
|
|
2024
Q4 | $505K | Buy |
5,613
+59
| +1% | +$5.31K | 0.04% | 196 |
|
|
2024
Q3 | $345K | Sell |
5,554
-3
| -0.1% | -$186 | 0.03% | 225 |
|
|
2024
Q2 | $297K | Hold |
5,557
| – | – | 0.03% | 236 |
|
|
2024
Q1 | $331K | Sell |
5,557
-284
| -5% | -$16.9K | 0.03% | 221 |
|
|
2023
Q4 | $347K | Sell |
5,841
-23
| -0.4% | -$1.37K | 0.04% | 208 |
|
|
2023
Q3 | $246K | Sell |
5,864
-97
| -2% | -$4.07K | 0.03% | 233 |
|
|
2023
Q2 | $305K | Sell |
5,961
-189
| -3% | -$9.66K | 0.03% | 218 |
|
|
2023
Q1 | $359K | Sell |
6,150
-742
| -11% | -$43.3K | 0.04% | 199 |
|
|
2022
Q4 | $382K | Buy |
6,892
+1,493
| +28% | +$82.7K | 0.05% | 192 |
|
|
2022
Q3 | $289K | Buy |
5,399
+38
| +0.7% | +$2.03K | 0.04% | 202 |
|
|
2022
Q2 | $308K | Sell |
5,361
-1,054
| -16% | -$60.6K | 0.04% | 202 |
|
|
2022
Q1 | $687K | Buy |
6,415
+1,652
| +35% | +$177K | 0.08% | 137 |
|
|
2021
Q4 | $725K | Buy |
4,763
+739
| +18% | +$112K | 0.09% | 143 |
|
|
2021
Q3 | $1.04M | Sell |
4,024
-20
| -0.5% | -$5.15K | 0.14% | 123 |
|
|
2021
Q2 | $1.13M | Buy |
4,044
+37
| +0.9% | +$10.3K | 0.15% | 116 |
|
|
2021
Q1 | $811K | Buy |
4,007
+553
| +16% | +$112K | 0.12% | 127 |
|
|
2020
Q4 | $768K | Buy |
3,454
+1,057
| +44% | +$235K | 0.12% | 125 |
|
|
2020
Q3 | $516K | Buy |
2,397
+1,111
| +86% | +$239K | 0.09% | 127 |
|
|
2020
Q2 | $221K | Buy |
+1,286
| New | +$221K | 0.04% | 154 |
|