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Essex LLC’s DocuSign DOCU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$357K Sell
4,583
-1,355
-23% -$106K 0.07% 122
2025
Q1
$483K Sell
5,938
-130
-2% -$10.6K 0.1% 103
2024
Q4
$546K Sell
6,068
-620
-9% -$55.8K 0.11% 100
2024
Q3
$415K Sell
6,688
-385
-5% -$23.9K 0.09% 115
2024
Q2
$378K Sell
7,073
-57
-0.8% -$3.05K 0.08% 118
2024
Q1
$425K Sell
7,130
-220
-3% -$13.1K 0.1% 106
2023
Q4
$437K Sell
7,350
-2,365
-24% -$141K 0.11% 108
2023
Q3
$408K Sell
9,715
-3,138
-24% -$132K 0.11% 108
2023
Q2
$657K Buy
12,853
+326
+3% +$16.7K 0.18% 92
2023
Q1
$694K Hold
12,527
0.21% 90
2022
Q4
$694K Sell
12,527
-390
-3% -$21.6K 0.21% 90
2022
Q3
$691K Sell
12,917
-538
-4% -$28.8K 0.23% 89
2022
Q2
$772K Sell
13,455
-586
-4% -$33.6K 0.24% 88
2022
Q1
$1.5M Sell
14,041
-8,347
-37% -$894K 0.41% 71
2021
Q4
$3.41M Buy
22,388
+7,132
+47% +$1.09M 0.91% 34
2021
Q3
$3.93M Buy
+15,256
New +$3.93M 1.09% 28