Comprehensive Financial Management’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $514K | Hold |
|
|||||
|
2025
Q1 | $537K | Hold |
|
|||||
|
2024
Q4 | $593K | Hold |
|
|||||
|
2024
Q3 | $409K | Hold |
|
|||||
|
2024
Q2 | $353K | Hold |
|
|||||
|
2024
Q1 | $393K | Hold |
|
|||||
|
2023
Q4 | $392K | Hold |
|
|||||
|
2023
Q3 | $277K | Hold |
|
|||||
|
2023
Q2 | $337K | Hold |
|
|||||
|
2023
Q1 | $384K | Hold |
|
|||||
|
2022
Q4 | $365K | Hold |
|
|||||
|
2022
Q3 | $353K | Hold |
|
|||||
|
2022
Q2 | $378K | Hold |
|
|||||
|
2022
Q1 | $706K | Hold |
|
|||||
|
2021
Q4 | $1M | Hold |
|
|||||
|
2021
Q3 | $1.7M | Hold |
|
|||||
|
2021
Q2 | $1.84M | Hold |
|
|||||
|
2021
Q1 | $1.33M | Hold |
|
|||||
|
2020
Q4 | $1.47M | Sell |
|
|||||
|
2020
Q3 | $2.82M | Hold |
|
|||||
|
2020
Q2 | $2.25M | Hold |
|
|||||
|
2020
Q1 | $1.21M | Hold |
|
|||||
|
2019
Q4 | $970K | Buy |
|