Corient Private Wealth’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.21M | Buy |
28,317
+5,713
| +25% | +$445K | ﹤0.01% | 1071 |
|
|
2025
Q1 | $1.84M | Sell |
22,604
-2,836
| -11% | -$231K | ﹤0.01% | 1004 |
|
|
2024
Q4 | $1.63M | Sell |
25,440
-5,308
| -17% | -$340K | ﹤0.01% | 1076 |
|
|
2024
Q3 | $1.91M | Buy |
30,748
+6,571
| +27% | +$408K | ﹤0.01% | 1100 |
|
|
2024
Q2 | $1.29M | Sell |
24,177
-122
| -0.5% | -$6.53K | ﹤0.01% | 1227 |
|
|
2024
Q1 | $1.42M | Buy |
24,299
+11,155
| +85% | +$653K | ﹤0.01% | 1182 |
|
|
2023
Q4 | $781K | Sell |
13,144
-4,348
| -25% | -$258K | ﹤0.01% | 1388 |
|
|
2023
Q3 | $734K | Buy |
17,492
+189
| +1% | +$7.94K | ﹤0.01% | 1293 |
|
|
2023
Q2 | $884K | Sell |
17,303
-2,939
| -15% | -$150K | ﹤0.01% | 1200 |
|
|
2023
Q1 | $1.18M | Buy |
20,242
+6,899
| +52% | +$402K | ﹤0.01% | 1022 |
|
|
2022
Q4 | $741K | Buy |
+13,343
| New | +$741K | ﹤0.01% | 1004 |
|