Cary Street Partners Investment 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 | $7.24K | Buy |
93
+17
| +22% | +$1.32K | ﹤0.01% | 529 |
|
|
2025
Q1 | $6.19K | Sell |
76
-985
| -93% | -$80.2K | ﹤0.01% | 510 |
|
|
2024
Q4 | $95.4K | Buy |
+1,061
| New | +$95.4K | 0.06% | 263 |
|
|
2024
Q3 | – | Sell |
-3,864
| Closed | -$207K | – | 768 |
|
|
2024
Q2 | $207K | Buy |
3,864
+174
| +5% | +$9.31K | 0.01% | 709 |
|
|
2024
Q1 | $220K | Buy |
3,690
+30
| +0.8% | +$1.79K | 0.01% | 645 |
|
|
2023
Q4 | $218K | Buy |
3,660
+850
| +30% | +$50.5K | 0.01% | 598 |
|
|
2023
Q3 | $118K | Buy |
2,810
+580
| +26% | +$24.4K | 0.01% | 666 |
|
|
2023
Q2 | $114K | Hold |
2,230
| – | – | 0.01% | 640 |
|
|
2023
Q1 | $130K | Buy |
2,230
+730
| +49% | +$42.6K | 0.01% | 553 |
|
|
2022
Q4 | $83.1K | Buy |
+1,500
| New | +$83.1K | 0.01% | 626 |
|
|
2020
Q4 | – | Sell |
-25
| Closed | -$5K | – | 480 |
|
|
2020
Q3 | $5K | Buy |
+25
| New | +$5K | ﹤0.01% | 834 |
|