CVA Family Office’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $15.1K | Buy |
318
+95
| +43% | +$4.86K | ﹤0.01% | 879 |
|
|
2025
Q4 | $15.3K | Hold |
223
| – | – | ﹤0.01% | 735 |
|
|
2025
Q3 | $16.1K | Sell |
223
-18
| -7% | -$1.39K | ﹤0.01% | 734 |
|
|
2025
Q2 | $18.8K | Buy |
241
+18
| +8% | +$1.46K | ﹤0.01% | 702 |
|
|
2025
Q1 | $18.2K | Sell |
223
-2
| -0.9% | -$175 | ﹤0.01% | 694 |
|
|
2024
Q4 | $20.2K | Sell |
225
-10
| -4% | -$799 | ﹤0.01% | 675 |
|
|
2024
Q3 | $14.6K | Hold |
235
| – | – | ﹤0.01% | 698 |
|
|
2024
Q2 | $12.6K | Buy |
235
+23
| +11% | +$1.3K | ﹤0.01% | 706 |
|
|
2024
Q1 | $12.6K | Hold |
212
| – | – | ﹤0.01% | 714 |
|
|
2023
Q4 | $12.6K | Buy |
+212
| New | +$9.72K | ﹤0.01% | 687 |
|
|
2023
Q3 | – | Sell |
-267
| Closed | -$13.6K | – | 422 |
|
|
2023
Q2 | $13.6K | Sell |
267
-58
| -18% | -$3.07K | ﹤0.01% | 678 |
|
|
2023
Q1 | $18.9K | Sell |
325
-25
| -7% | -$1.49K | ﹤0.01% | 599 |
|
|
2022
Q4 | $19.4K | Buy |
350
+140
| +67% | +$6.82K | ﹤0.01% | 570 |
|
|
2022
Q3 | $11K | Sell |
210
-30
| -13% | -$1.88K | ﹤0.01% | 613 |
|
|
2022
Q2 | $14K | Buy |
240
+16
| +7% | +$1.29K | ﹤0.01% | 600 |
|
|
2022
Q1 | $24K | Sell |
224
-331
| -60% | -$38K | 0.01% | 527 |
|
|
2021
Q4 | $85K | Buy |
555
+355
| +178% | +$80.9K | 0.02% | 267 |
|
|
2021
Q3 | $43K | Sell |
200
-350
| -64% | -$101K | 0.03% | 199 |
|
|
2021
Q2 | $154K | Buy |
550
+345
| +168% | +$77.1K | 0.04% | 179 |
|
|
2021
Q1 | $42K | Buy |
205
+5
| +3% | +$1.16K | 0.02% | 293 |
|
|
2020
Q4 | $44K | Hold |
200
| – | – | 0.03% | 207 |
|
|
2020
Q3 | $43K | Hold |
200
| – | – | 0.03% | 199 |
|
|
2020
Q2 | $34K | Hold |
200
| – | – | 0.03% | 185 |
|
|
2020
Q1 | $18K | Buy |
+200
| New | +$16.1K | 0.02% | 206 |
|
Other funds holding DOCU
VPM
VCM
