CFM
Comprehensive Financial Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $514K | Hold |
6,593
| – | – | 0.01% | 39 |
|
|
2025
Q1 | $537K | Hold |
6,593
| – | – | 0.02% | 32 |
|
|
2024
Q4 | $593K | Hold |
6,593
| – | – | 0.02% | 34 |
|
|
2024
Q3 | $409K | Hold |
6,593
| – | – | 0.01% | 36 |
|
|
2024
Q2 | $353K | Hold |
6,593
| – | – | 0.01% | 38 |
|
|
2024
Q1 | $393K | Hold |
6,593
| – | – | 0.01% | 34 |
|
|
2023
Q4 | $392K | Hold |
6,593
| – | – | 0.01% | 35 |
|
|
2023
Q3 | $277K | Hold |
6,593
| – | – | 0.01% | 41 |
|
|
2023
Q2 | $337K | Hold |
6,593
| – | – | 0.01% | 39 |
|
|
2023
Q1 | $384K | Hold |
6,593
| – | – | 0.01% | 42 |
|
|
2022
Q4 | $365K | Hold |
6,593
| – | – | 0.01% | 42 |
|
|
2022
Q3 | $353K | Hold |
6,593
| – | – | 0.01% | 42 |
|
|
2022
Q2 | $378K | Hold |
6,593
| – | – | 0.01% | 41 |
|
|
2022
Q1 | $706K | Hold |
6,593
| – | – | 0.01% | 40 |
|
|
2021
Q4 | $1M | Hold |
6,593
| – | – | 0.01% | 40 |
|
|
2021
Q3 | $1.7M | Hold |
6,593
| – | – | 0.02% | 32 |
|
|
2021
Q2 | $1.84M | Hold |
6,593
| – | – | 0.02% | 29 |
|
|
2021
Q1 | $1.34M | Hold |
6,593
| – | – | 0.01% | 25 |
|
|
2020
Q4 | $1.47M | Sell |
6,593
-6,500
| -50% | -$1.45M | 0.02% | 22 |
|
|
2020
Q3 | $2.82M | Hold |
13,093
| – | – | 0.03% | 17 |
|
|
2020
Q2 | $2.26M | Hold |
13,093
| – | – | 0.03% | 17 |
|
|
2020
Q1 | $1.21M | Hold |
13,093
| – | – | 0.03% | 19 |
|
|
2019
Q4 | $970K | Buy |
+13,093
| New | +$970K | 0.02% | 17 |
|