Diversified Trust’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,289
| Closed | -$925K | – | 957 |
|
|
2024
Q4 | $925K | Sell |
10,289
-2,799
| -21% | -$252K | 0.02% | 384 |
|
|
2024
Q3 | $813K | Sell |
13,088
-45
| -0.3% | -$2.79K | 0.02% | 442 |
|
|
2024
Q2 | $703K | Buy |
13,133
+1,979
| +18% | +$106K | 0.02% | 443 |
|
|
2024
Q1 | $664K | Buy |
11,154
+4,963
| +80% | +$296K | 0.02% | 440 |
|
|
2023
Q4 | $368K | Sell |
6,191
-94
| -1% | -$5.59K | 0.01% | 591 |
|
|
2023
Q3 | $264K | Buy |
+6,285
| New | +$264K | 0.01% | 672 |
|
|
2022
Q2 | – | Sell |
-2,672
| Closed | -$286K | – | 780 |
|
|
2022
Q1 | $286K | Buy |
2,672
+830
| +45% | +$88.8K | 0.01% | 639 |
|
|
2021
Q4 | $281K | Buy |
1,842
+228
| +14% | +$34.8K | 0.01% | 658 |
|
|
2021
Q3 | $415K | Buy |
1,614
+179
| +12% | +$46K | 0.01% | 459 |
|
|
2021
Q2 | $401K | Buy |
+1,435
| New | +$401K | 0.01% | 469 |
|
|
2021
Q1 | – | Sell |
-1,678
| Closed | -$373K | – | 794 |
|
|
2020
Q4 | $373K | Buy |
1,678
+6
| +0.4% | +$1.33K | 0.02% | 439 |
|
|
2020
Q3 | $360K | Buy |
+1,672
| New | +$360K | 0.02% | 387 |
|