CIBC Private Wealth Group’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.1K | Sell |
361
-1,290
| -78% | -$100K | ﹤0.01% | 1892 |
|
|
2025
Q1 | $116K | Buy |
1,651
+430
| +35% | +$30.3K | ﹤0.01% | 1299 |
|
|
2024
Q4 | $109K | Sell |
1,221
-860
| -41% | -$77K | ﹤0.01% | 1389 |
|
|
2024
Q3 | $129K | Buy |
2,081
+890
| +75% | +$55.3K | ﹤0.01% | 1375 |
|
|
2024
Q2 | $64.1K | Sell |
1,191
-526
| -31% | -$28.3K | ﹤0.01% | 1577 |
|
|
2024
Q1 | $100K | Buy |
+1,717
| New | +$100K | ﹤0.01% | 1401 |
|
|
2023
Q3 | – | Sell |
-37,107
| Closed | -$1.9M | – | 1092 |
|
|
2023
Q2 | $1.9M | Sell |
37,107
-497
| -1% | -$25.4K | ﹤0.01% | 513 |
|
|
2023
Q1 | $2.19M | Buy |
37,604
+23,998
| +176% | +$1.4M | ﹤0.01% | 504 |
|
|
2022
Q4 | $754K | Sell |
13,606
-28,101
| -67% | -$1.56M | ﹤0.01% | 563 |
|
|
2022
Q3 | $2.23M | Sell |
41,707
-3,760
| -8% | -$201K | 0.01% | 466 |
|
|
2022
Q2 | $2.61M | Sell |
45,467
-2,189
| -5% | -$126K | 0.01% | 447 |
|
|
2022
Q1 | $5.11M | Buy |
47,656
+4,434
| +10% | +$475K | 0.01% | 396 |
|
|
2021
Q4 | $6.58M | Buy |
43,222
+25,239
| +140% | +$3.84M | 0.01% | 374 |
|
|
2021
Q3 | $4.63M | Buy |
17,983
+2,509
| +16% | +$646K | 0.01% | 401 |
|
|
2021
Q2 | $4.33M | Sell |
15,474
-824
| -5% | -$230K | 0.01% | 416 |
|
|
2021
Q1 | $3.3M | Buy |
16,298
+11,125
| +215% | +$2.25M | 0.01% | 458 |
|
|
2020
Q4 | $1.15M | Buy |
5,173
+1,327
| +35% | +$295K | ﹤0.01% | 606 |
|
|
2020
Q3 | $828K | Buy |
+3,846
| New | +$828K | ﹤0.01% | 592 |
|
|
2018
Q3 | – | Sell |
-75
| Closed | -$4K | – | 1147 |
|
|
2018
Q2 | $4K | Buy |
+75
| New | +$4K | ﹤0.01% | 1757 |
|