Burney Company’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2M | Sell |
131,265
-11,008
| -8% | -$857K | 0.35% | 68 |
|
|
2025
Q1 | $11.6M | Sell |
142,273
-58,373
| -29% | -$4.75M | 0.42% | 66 |
|
|
2024
Q4 | $18M | Buy |
200,646
+7,364
| +4% | +$662K | 0.64% | 37 |
|
|
2024
Q3 | $12M | Sell |
193,282
-14,054
| -7% | -$873K | 0.43% | 64 |
|
|
2024
Q2 | $11.1M | Buy |
207,336
+19,095
| +10% | +$1.02M | 0.42% | 65 |
|
|
2024
Q1 | $11.2M | Buy |
188,241
+120,558
| +178% | +$7.18M | 0.43% | 58 |
|
|
2023
Q4 | $4.02M | Sell |
67,683
-31,761
| -32% | -$1.89M | 0.17% | 152 |
|
|
2023
Q3 | $4.18M | Buy |
99,444
+1,066
| +1% | +$44.8K | 0.2% | 136 |
|
|
2023
Q2 | $5.03M | Buy |
98,378
+5,246
| +6% | +$268K | 0.23% | 111 |
|
|
2023
Q1 | $5.43M | Buy |
+93,132
| New | +$5.43M | 0.27% | 105 |
|
|
2021
Q4 | – | Sell |
-832
| Closed | -$214K | – | 586 |
|
|
2021
Q3 | $214K | Buy |
832
+50
| +6% | +$12.9K | 0.01% | 545 |
|
|
2021
Q2 | $219K | Buy |
+782
| New | +$219K | 0.01% | 558 |
|