Caption Management’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-2,000
| Closed | -$180K | – | 681 |
|
2024
Q4 | $180K | Buy |
+2,000
| New | +$180K | ﹤0.01% | 410 |
|
2024
Q2 | – | Sell |
-31,800
| Closed | -$1.89M | – | 534 |
|
2024
Q1 | $1.89M | Buy |
+31,800
| New | +$1.89M | 0.03% | 90 |
|
2023
Q2 | – | Hold |
0
| – | – | – | 477 |
|
2023
Q1 | – | Sell |
-30,200
| Closed | -$1.67M | – | 488 |
|
2022
Q4 | $1.67M | Buy |
30,200
+17,700
| +142% | +$981K | 0.03% | 93 |
|
2022
Q3 | $669K | Sell |
12,500
-5,900
| -32% | -$316K | 0.01% | 189 |
|
2022
Q2 | $1.06M | Buy |
+18,400
| New | +$1.06M | 0.01% | 181 |
|
2022
Q1 | – | Hold |
0
| – | – | – | 648 |
|
2020
Q1 | – | Hold |
0
| – | – | – | 389 |
|
2019
Q4 | – | Hold |
0
| – | – | – | 365 |
|