Cerity Partners’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.09M | Sell |
91,022
-20,485
| -18% | -$1.6M | 0.01% | 665 |
|
|
2025
Q1 | $9.08M | Buy |
111,507
+10,696
| +11% | +$871K | 0.02% | 515 |
|
|
2024
Q4 | $8.99M | Sell |
100,811
-789
| -0.8% | -$70.3K | 0.02% | 520 |
|
|
2024
Q3 | $6.31M | Buy |
101,600
+28,829
| +40% | +$1.79M | 0.01% | 627 |
|
|
2024
Q2 | $3.89M | Buy |
72,771
+8,289
| +13% | +$443K | 0.01% | 684 |
|
|
2024
Q1 | $3.84M | Buy |
64,482
+46,501
| +259% | +$2.77M | 0.01% | 740 |
|
|
2023
Q4 | $1.07M | Buy |
17,981
+2,043
| +13% | +$121K | ﹤0.01% | 957 |
|
|
2023
Q3 | $669K | Sell |
15,938
-64
| -0.4% | -$2.69K | ﹤0.01% | 869 |
|
|
2023
Q2 | $818K | Sell |
16,002
-1,112
| -6% | -$56.8K | ﹤0.01% | 986 |
|
|
2023
Q1 | $998K | Sell |
17,114
-630
| -4% | -$36.7K | ﹤0.01% | 972 |
|
|
2022
Q4 | $983K | Buy |
+17,744
| New | +$983K | 0.01% | 694 |
|
|
2022
Q2 | – | Sell |
-3,687
| Closed | -$394K | – | 1195 |
|
|
2022
Q1 | $394K | Sell |
3,687
-2,306
| -38% | -$246K | 0.01% | 648 |
|
|
2021
Q4 | $913K | Sell |
5,993
-1,673
| -22% | -$255K | 0.01% | 453 |
|
|
2021
Q3 | $1.97M | Buy |
7,666
+456
| +6% | +$117K | 0.04% | 266 |
|
|
2021
Q2 | $2.02M | Buy |
7,210
+40
| +0.6% | +$11.2K | 0.04% | 265 |
|
|
2021
Q1 | $1.45M | Buy |
7,170
+994
| +16% | +$201K | 0.03% | 294 |
|
|
2020
Q4 | $1.37M | Buy |
6,176
+200
| +3% | +$44.5K | 0.04% | 261 |
|
|
2020
Q3 | $1.29M | Sell |
5,976
-522
| -8% | -$112K | 0.05% | 218 |
|
|
2020
Q2 | $1.12M | Sell |
6,498
-7
| -0.1% | -$1.21K | 0.06% | 192 |
|
|
2020
Q1 | $601K | Sell |
6,505
-2,485
| -28% | -$230K | 0.04% | 265 |
|
|
2019
Q4 | $666K | Sell |
8,990
-15,005
| -63% | -$1.11M | 0.03% | 295 |
|
|
2019
Q3 | $1.49M | Buy |
23,995
+25
| +0.1% | +$1.55K | 0.09% | 200 |
|
|
2019
Q2 | $1.19M | Sell |
23,970
-48
| -0.2% | -$2.39K | 0.08% | 210 |
|
|
2019
Q1 | $1.25M | Sell |
24,018
-44,940
| -65% | -$2.33M | 0.08% | 209 |
|
|
2018
Q4 | $2.76M | Buy |
+68,958
| New | +$2.76M | 0.19% | 124 |
|