Creative Planning’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Sell |
22,883
-5,328
| -19% | -$415K | ﹤0.01% | 1408 |
|
|
2025
Q1 | $2.3M | Buy |
28,211
+8,588
| +44% | +$699K | ﹤0.01% | 1089 |
|
|
2024
Q4 | $1.76M | Buy |
19,623
+5,170
| +36% | +$465K | ﹤0.01% | 1216 |
|
|
2024
Q3 | $897K | Buy |
14,453
+766
| +6% | +$47.6K | ﹤0.01% | 1600 |
|
|
2024
Q2 | $732K | Buy |
13,687
+1,157
| +9% | +$61.9K | ﹤0.01% | 1634 |
|
|
2024
Q1 | $746K | Buy |
12,530
+47
| +0.4% | +$2.8K | ﹤0.01% | 1546 |
|
|
2023
Q4 | $742K | Sell |
12,483
-3,791
| -23% | -$225K | ﹤0.01% | 1433 |
|
|
2023
Q3 | $684K | Sell |
16,274
-84
| -0.5% | -$3.53K | ﹤0.01% | 1354 |
|
|
2023
Q2 | $836K | Sell |
16,358
-2,365
| -13% | -$121K | ﹤0.01% | 1223 |
|
|
2023
Q1 | $1.09M | Sell |
18,723
-507
| -3% | -$29.6K | ﹤0.01% | 1033 |
|
|
2022
Q4 | $1.07M | Sell |
19,230
-6,064
| -24% | -$336K | ﹤0.01% | 996 |
|
|
2022
Q3 | $1.35M | Sell |
25,294
-613
| -2% | -$32.8K | ﹤0.01% | 830 |
|
|
2022
Q2 | $1.49M | Buy |
25,907
+7,995
| +45% | +$459K | ﹤0.01% | 807 |
|
|
2022
Q1 | $1.92M | Buy |
17,912
+2,821
| +19% | +$302K | ﹤0.01% | 737 |
|
|
2021
Q4 | $2.3M | Sell |
15,091
-3,361
| -18% | -$512K | ﹤0.01% | 648 |
|
|
2021
Q3 | $4.75M | Sell |
18,452
-2,143
| -10% | -$552K | 0.01% | 422 |
|
|
2021
Q2 | $5.76M | Sell |
20,595
-11,829
| -36% | -$3.31M | 0.01% | 370 |
|
|
2021
Q1 | $6.56M | Buy |
32,424
+4,170
| +15% | +$844K | 0.01% | 347 |
|
|
2020
Q4 | $6.28M | Buy |
28,254
+3,656
| +15% | +$813K | 0.01% | 326 |
|
|
2020
Q3 | $5.29M | Buy |
24,598
+6,931
| +39% | +$1.49M | 0.01% | 298 |
|
|
2020
Q2 | $3.04M | Buy |
17,667
+12,523
| +243% | +$2.16M | 0.01% | 372 |
|
|
2020
Q1 | $475K | Sell |
5,144
-3,386
| -40% | -$313K | ﹤0.01% | 959 |
|
|
2019
Q4 | $632K | Sell |
8,530
-6,109
| -42% | -$453K | ﹤0.01% | 984 |
|
|
2019
Q3 | $906K | Sell |
14,639
-18,385
| -56% | -$1.14M | ﹤0.01% | 796 |
|
|
2019
Q2 | $1.64M | Sell |
33,024
-213
| -0.6% | -$10.6K | 0.01% | 558 |
|
|
2019
Q1 | $1.72M | Sell |
33,237
-1,232
| -4% | -$63.9K | 0.01% | 513 |
|
|
2018
Q4 | $1.38M | Buy |
+34,469
| New | +$1.38M | 0.01% | 531 |
|