Claret Asset Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Sell |
3,042
-826
| -21% | -$64.4K | 0.03% | 206 |
|
|
2025
Q1 | $315K | Buy |
3,868
+3
| +0.1% | +$244 | 0.05% | 139 |
|
|
2024
Q4 | $348K | Buy |
3,865
+26
| +0.7% | +$2.34K | 0.05% | 116 |
|
|
2024
Q3 | $238K | Buy |
3,839
+20
| +0.5% | +$1.24K | 0.04% | 185 |
|
|
2024
Q2 | $204K | Buy |
+3,819
| New | +$204K | 0.04% | 195 |
|