Dorsey & Whitney Trust’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $266K | Buy |
3,410
+11
| +0.3% | +$857 | 0.01% | 569 |
|
|
2025
Q1 | $277K | Buy |
3,399
+52
| +2% | +$4.23K | 0.02% | 538 |
|
|
2024
Q4 | $301K | Buy |
3,347
+2
| +0.1% | +$180 | 0.02% | 518 |
|
|
2024
Q3 | $208K | Buy |
+3,345
| New | +$208K | 0.01% | 638 |
|
|
2024
Q1 | – | Sell |
-3,429
| Closed | -$204K | – | 632 |
|
|
2023
Q4 | $204K | Buy |
+3,429
| New | +$204K | 0.02% | 574 |
|
|
2021
Q4 | – | Sell |
-1,244
| Closed | -$320K | – | 570 |
|
|
2021
Q3 | $320K | Sell |
1,244
-219
| -15% | -$56.3K | 0.03% | 382 |
|
|
2021
Q2 | $409K | Buy |
1,463
+467
| +47% | +$131K | 0.04% | 323 |
|
|
2021
Q1 | $202K | Buy |
996
+33
| +3% | +$6.69K | 0.02% | 497 |
|
|
2020
Q4 | $215K | Buy |
+963
| New | +$215K | 0.03% | 427 |
|