CAZ Investments’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $23.7K | Hold |
500
| – | – | 0.03% | 34 |
|
|
2025
Q4 | $34.2K | Hold |
500
| – | – | 0.06% | 24 |
|
|
2025
Q3 | $36K | Hold |
500
| – | – | 0.07% | 22 |
|
|
2025
Q2 | $38.9K | Hold |
500
| – | – | 0.22% | 19 |
|
|
2025
Q1 | $41K | Hold |
500
| – | – | 0.29% | 16 |
|
|
2024
Q4 | $45K | Sell |
500
-2,500
| -83% | -$200K | 0.06% | 23 |
|
|
2024
Q3 | $169K | Buy |
3,000
+1,000
| +50% | +$56K | 0.16% | 18 |
|
|
2024
Q2 | $107K | Hold |
2,000
| – | – | 0.16% | 20 |
|
|
2024
Q1 | $119K | Hold |
2,000
| – | – | 0.24% | 20 |
|
|
2023
Q4 | $119K | Buy |
2,000
+1,000
| +100% | +$45.9K | 0.3% | 26 |
|
|
2023
Q3 | $42K | Hold |
1,000
| – | – | 0.12% | 29 |
|
|
2023
Q2 | $51K | Hold |
1,000
| – | – | 0.14% | 33 |
|
|
2023
Q1 | $58K | Hold |
1,000
| – | – | 0.17% | 34 |
|
|
2022
Q4 | $55K | Hold |
1,000
| – | – | 0.18% | 43 |
|
|
2022
Q3 | $53K | Hold |
1,000
| – | – | 0.22% | 31 |
|
|
2022
Q2 | $57K | Buy |
1,000
+500
| +100% | +$40.5K | 0.18% | 32 |
|
|
2022
Q1 | $54K | Buy |
500
+200
| +67% | +$23K | 0.08% | 37 |
|
|
2021
Q4 | $46K | Hold |
300
| – | – | 0.08% | 30 |
|
|
2021
Q3 | $77K | Hold |
300
| – | – | 0.1% | 38 |
|
|
2021
Q2 | $84K | Hold |
300
| – | – | 0.09% | 38 |
|
|
2021
Q1 | $61K | Sell |
300
-300
| -50% | -$69.6K | 0.11% | 38 |
|
|
2020
Q4 | $133K | Hold |
600
| – | – | 0.24% | 41 |
|
|
2020
Q3 | $129K | Sell |
600
-333
| -36% | -$69.1K | 0.3% | 30 |
|
|
2020
Q2 | $161K | Hold |
933
| – | – | 0.31% | 33 |
|
|
2020
Q1 | $86K | Hold |
933
| – | – | 0.33% | 46 |
|
|
2019
Q4 | $69K | Hold |
933
| – | – | 0.26% | 23 |
|
|
2019
Q3 | $58K | Hold |
933
| – | – | 0.11% | 19 |
|
|
2019
Q2 | $46K | Hold |
933
| – | – | 1.17% | 19 |
|
|
2019
Q1 | $48K | Hold |
933
| – | – | 1.81% | 13 |
|
|
2018
Q4 | $37K | Buy |
933
+433
| +87% | +$18.2K | 0.16% | 41 |
|
|
2018
Q3 | $26K | Hold |
500
| – | – | 0.12% | 37 |
|
|
2018
Q2 | $26K | Buy |
+500
| New | +$25.2K | 0.12% | 37 |
|
Other funds holding DOCU
VPM
VCM
