BMCM
Burns Matteson Capital Management’s DocuSign DOCU Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $430K | Sell |
5,517
-245
| -4% | -$19.1K | 0.21% | 103 |
|
2025
Q1 | $469K | Buy |
5,762
+18
| +0.3% | +$1.47K | 0.25% | 75 |
|
2024
Q4 | $517K | Buy |
+5,744
| New | +$517K | 0.29% | 67 |
|
2021
Q4 | – | Sell |
-837
| Closed | -$215K | – | 136 |
|
2021
Q3 | $215K | Buy |
+837
| New | +$215K | 0.16% | 113 |
|