Charles Schwab’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $113M | Buy |
1,447,894
+15,993
| +1% | +$1.25M | 0.02% | 624 |
|
|
2025
Q1 | $117M | Buy |
1,431,901
+89,948
| +7% | +$7.32M | 0.02% | 583 |
|
|
2024
Q4 | $121M | Buy |
1,341,953
+13,598
| +1% | +$1.22M | 0.02% | 566 |
|
|
2024
Q3 | $82.5M | Buy |
1,328,355
+16,014
| +1% | +$994K | 0.02% | 778 |
|
|
2024
Q2 | $70.2M | Buy |
1,312,341
+20,591
| +2% | +$1.1M | 0.01% | 829 |
|
|
2024
Q1 | $76.9M | Buy |
1,291,750
+31,454
| +2% | +$1.87M | 0.02% | 745 |
|
|
2023
Q4 | $74.9M | Buy |
1,260,296
+44,646
| +4% | +$2.65M | 0.02% | 702 |
|
|
2023
Q3 | $51.1M | Buy |
1,215,650
+531,682
| +78% | +$22.3M | 0.01% | 862 |
|
|
2023
Q2 | $34.9M | Buy |
683,968
+12,274
| +2% | +$627K | 0.01% | 1111 |
|
|
2023
Q1 | $39.2M | Buy |
671,694
+10,141
| +2% | +$591K | 0.01% | 994 |
|
|
2022
Q4 | $36.7M | Buy |
661,553
+31,235
| +5% | +$1.73M | 0.01% | 1009 |
|
|
2022
Q3 | $33.7M | Buy |
630,318
+7,476
| +1% | +$400K | 0.01% | 1019 |
|
|
2022
Q2 | $35.7M | Buy |
622,842
+10,906
| +2% | +$626K | 0.01% | 977 |
|
|
2022
Q1 | $65.6M | Buy |
611,936
+15,739
| +3% | +$1.69M | 0.02% | 708 |
|
|
2021
Q4 | $90.8M | Buy |
596,197
+12,491
| +2% | +$1.9M | 0.03% | 572 |
|
|
2021
Q3 | $150M | Buy |
583,706
+12,823
| +2% | +$3.3M | 0.05% | 347 |
|
|
2021
Q2 | $160M | Buy |
570,883
+33,180
| +6% | +$9.28M | 0.05% | 327 |
|
|
2021
Q1 | $109M | Sell |
537,703
-49,845
| -8% | -$10.1M | 0.04% | 409 |
|
|
2020
Q4 | $131M | Sell |
587,548
-10,726
| -2% | -$2.38M | 0.05% | 321 |
|
|
2020
Q3 | $129M | Sell |
598,274
-139,069
| -19% | -$29.9M | 0.06% | 289 |
|
|
2020
Q2 | $127M | Sell |
737,343
-22,090
| -3% | -$3.8M | 0.06% | 282 |
|
|
2020
Q1 | $70.2M | Sell |
759,433
-70,138
| -8% | -$6.48M | 0.04% | 399 |
|
|
2019
Q4 | $61.5M | Sell |
829,571
-19,103
| -2% | -$1.42M | 0.03% | 516 |
|
|
2019
Q3 | $52.6M | Buy |
848,674
+495,687
| +140% | +$30.7M | 0.03% | 551 |
|
|
2019
Q2 | $17.5M | Buy |
352,987
+81,447
| +30% | +$4.05M | 0.01% | 1230 |
|
|
2019
Q1 | $14.1M | Buy |
271,540
+187,705
| +224% | +$9.73M | 0.01% | 1359 |
|
|
2018
Q4 | $3.36M | Buy |
83,835
+8,489
| +11% | +$340K | ﹤0.01% | 2117 |
|
|
2018
Q3 | $3.96M | Buy |
75,346
+5,461
| +8% | +$287K | ﹤0.01% | 2174 |
|
|
2018
Q2 | $3.7M | Buy |
+69,885
| New | +$3.7M | ﹤0.01% | 2149 |
|