Cresset Asset Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $690K | Sell |
8,860
-1,462
| -14% | -$114K | ﹤0.01% | 918 |
|
|
2025
Q1 | $840K | Sell |
10,322
-1,198
| -10% | -$97.5K | ﹤0.01% | 838 |
|
|
2024
Q4 | $1.04M | Sell |
11,520
-35,573
| -76% | -$3.2M | ﹤0.01% | 766 |
|
|
2024
Q3 | $2.92M | Buy |
47,093
+14,804
| +46% | +$919K | 0.01% | 621 |
|
|
2024
Q2 | $1.73M | Buy |
32,289
+5,074
| +19% | +$271K | 0.01% | 763 |
|
|
2024
Q1 | $1.62M | Buy |
27,215
+4,453
| +20% | +$265K | 0.01% | 740 |
|
|
2023
Q4 | $1.35M | Buy |
22,762
+531
| +2% | +$31.6K | 0.01% | 743 |
|
|
2023
Q3 | $934K | Sell |
22,231
-363
| -2% | -$15.2K | ﹤0.01% | 856 |
|
|
2023
Q2 | $1.15M | Buy |
22,594
+18,188
| +413% | +$929K | ﹤0.01% | 746 |
|
|
2023
Q1 | $257K | Sell |
4,406
-1,697
| -28% | -$98.9K | 0.01% | 681 |
|
|
2022
Q4 | $338K | Sell |
6,103
-73
| -1% | -$4.05K | ﹤0.01% | 508 |
|
|
2022
Q3 | $329K | Sell |
6,176
-4,703
| -43% | -$251K | ﹤0.01% | 643 |
|
|
2022
Q2 | $590K | Sell |
10,879
-405
| -4% | -$22K | 0.01% | 508 |
|
|
2022
Q1 | $1.21M | Sell |
11,284
-17,276
| -60% | -$1.85M | 0.01% | 353 |
|
|
2021
Q4 | $4.35M | Buy |
28,560
+18,991
| +198% | +$2.89M | 0.04% | 155 |
|
|
2021
Q3 | $2.46M | Buy |
9,569
+968
| +11% | +$249K | 0.03% | 194 |
|
|
2021
Q2 | $2.41M | Buy |
8,601
+4,231
| +97% | +$1.18M | 0.03% | 176 |
|
|
2021
Q1 | $884K | Buy |
4,370
+1,504
| +52% | +$304K | 0.01% | 330 |
|
|
2020
Q4 | $637K | Sell |
2,866
-293
| -9% | -$65.1K | 0.01% | 338 |
|
|
2020
Q3 | $680K | Buy |
3,159
+1,325
| +72% | +$285K | 0.01% | 305 |
|
|
2020
Q2 | $316K | Sell |
1,834
-4,803
| -72% | -$828K | 0.01% | 445 |
|
|
2020
Q1 | $613K | Sell |
6,637
-465
| -7% | -$42.9K | 0.02% | 255 |
|
|
2019
Q4 | $526K | Buy |
+7,102
| New | +$526K | 0.01% | 297 |
|
|
2019
Q2 | – | Sell |
-267
| Closed | -$14K | – | 787 |
|
|
2019
Q1 | $14K | Buy |
+267
| New | +$14K | ﹤0.01% | 1103 |
|