Creative Planning’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.18M | Buy |
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|
2025
Q2 | $1.78M | Sell |
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|
2025
Q1 | $2.3M | Buy |
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|
2024
Q4 | $1.76M | Buy |
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|
2024
Q3 | $897K | Buy |
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|
2024
Q2 | $732K | Buy |
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|
2024
Q1 | $746K | Buy |
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|
2023
Q4 | $742K | Sell |
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|
2023
Q3 | $684K | Sell |
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|
2023
Q2 | $836K | Sell |
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|
2023
Q1 | $1.09M | Sell |
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|
2022
Q4 | $1.07M | Sell |
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|
2022
Q3 | $1.35M | Sell |
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|
2022
Q2 | $1.49M | Buy |
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|
2022
Q1 | $1.92M | Buy |
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|
2021
Q4 | $2.3M | Sell |
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|
2021
Q3 | $4.75M | Sell |
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|
2021
Q2 | $5.76M | Sell |
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|
2021
Q1 | $6.56M | Buy |
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|
2020
Q4 | $6.28M | Buy |
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|
2020
Q3 | $5.29M | Buy |
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|
2020
Q2 | $3.04M | Buy |
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|
2020
Q1 | $475K | Sell |
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|
2019
Q4 | $632K | Sell |
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|
2019
Q3 | $906K | Sell |
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|
2019
Q2 | $1.64M | Sell |
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|
2019
Q1 | $1.72M | Sell |
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|
2018
Q4 | $1.38M | Buy |
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