Cornerstone Planning Group’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.85K | Sell |
25
-1
| -4% | -$74 | ﹤0.01% | 968 |
|
2025
Q1 | $2.03K | Sell |
26
-402
| -94% | -$31.4K | ﹤0.01% | 983 |
|
2024
Q4 | $39.5K | Sell |
428
-6
| -1% | -$554 | 0.01% | 214 |
|
2024
Q3 | $30.4K | Sell |
434
-1
| -0.2% | -$70 | 0.01% | 245 |
|
2024
Q2 | $21.6K | Hold |
435
| – | – | 0.01% | 302 |
|
2024
Q1 | $26K | Sell |
435
-43
| -9% | -$2.57K | 0.01% | 264 |
|
2023
Q4 | $28.4K | Buy |
478
+176
| +58% | +$10.5K | 0.01% | 271 |
|
2023
Q3 | $12.7K | Buy |
302
+175
| +138% | +$7.35K | ﹤0.01% | 380 |
|
2023
Q2 | $6.49K | Buy |
+127
| New | +$6.49K | ﹤0.01% | 802 |
|
2022
Q4 | $6.86K | Buy |
+127
| New | +$6.86K | ﹤0.01% | 757 |
|