Brown Advisory’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,507
| Closed | -$285K | – | 1373 |
|
|
2025
Q1 | $285K | Buy |
+3,507
| New | +$285K | ﹤0.01% | 1149 |
|
|
2023
Q2 | – | Sell |
-5,084
| Closed | -$296K | – | 1194 |
|
|
2023
Q1 | $296K | Buy |
+5,084
| New | +$296K | ﹤0.01% | 1032 |
|
|
2022
Q2 | – | Sell |
-3,289
| Closed | -$352K | – | 1116 |
|
|
2022
Q1 | $352K | Sell |
3,289
-67,072
| -95% | -$7.18M | ﹤0.01% | 929 |
|
|
2021
Q4 | $10.7M | Buy |
70,361
+68,255
| +3,241% | +$10.4M | 0.01% | 387 |
|
|
2021
Q3 | $542K | Sell |
2,106
-696
| -25% | -$179K | ﹤0.01% | 810 |
|
|
2021
Q2 | $784K | Sell |
2,802
-173
| -6% | -$48.4K | ﹤0.01% | 762 |
|
|
2021
Q1 | $603K | Buy |
2,975
+350
| +13% | +$70.9K | ﹤0.01% | 806 |
|
|
2020
Q4 | $584K | Buy |
2,625
+1,518
| +137% | +$338K | ﹤0.01% | 755 |
|
|
2020
Q3 | $238K | Buy |
+1,107
| New | +$238K | ﹤0.01% | 864 |
|
|
2019
Q2 | – | Sell |
-57,718
| Closed | -$2.99M | – | 1081 |
|
|
2019
Q1 | $2.99M | Buy |
57,718
+8,798
| +18% | +$456K | 0.01% | 549 |
|
|
2018
Q4 | $1.96M | Buy |
48,920
+7,133
| +17% | +$286K | 0.01% | 601 |
|
|
2018
Q3 | $2.2M | Hold |
41,787
| – | – | 0.01% | 624 |
|
|
2018
Q2 | $2.21M | Buy |
+41,787
| New | +$2.21M | 0.01% | 601 |
|