Evergreen Capital Management’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.5M | Sell |
185,567
-1,100
| -0.6% | -$85.7K | 0.43% | 58 |
|
|
2025
Q1 | $15.2M | Sell |
186,667
-73,206
| -28% | -$5.96M | 0.51% | 46 |
|
|
2024
Q4 | $23.4M | Sell |
259,873
-14,052
| -5% | -$1.26M | 0.76% | 22 |
|
|
2024
Q3 | $17M | Buy |
273,925
+9,006
| +3% | +$559K | 0.57% | 41 |
|
|
2024
Q2 | $14.2M | Buy |
264,919
+2,048
| +0.8% | +$110K | 0.51% | 50 |
|
|
2024
Q1 | $15.7M | Sell |
262,871
-592
| -0.2% | -$35.3K | 0.59% | 35 |
|
|
2023
Q4 | $15.7M | Sell |
263,463
-1,236
| -0.5% | -$73.5K | 0.64% | 28 |
|
|
2023
Q3 | $11.1M | Buy |
264,699
+13,351
| +5% | +$561K | 0.49% | 50 |
|
|
2023
Q2 | $12.8M | Buy |
251,348
+14,842
| +6% | +$758K | 0.54% | 38 |
|
|
2023
Q1 | $13.8M | Buy |
236,506
+7,219
| +3% | +$421K | 0.62% | 33 |
|
|
2022
Q4 | $12.7M | Buy |
229,287
+123,093
| +116% | +$6.82M | 0.6% | 37 |
|
|
2022
Q3 | $5.68M | Buy |
106,194
+2,379
| +2% | +$127K | 0.3% | 98 |
|
|
2022
Q2 | $5.96M | Buy |
103,815
+11,474
| +12% | +$658K | 0.31% | 96 |
|
|
2022
Q1 | $9.89M | Buy |
92,341
+56,767
| +160% | +$6.08M | 0.4% | 71 |
|
|
2021
Q4 | $5.42M | Buy |
35,574
+32,013
| +899% | +$4.88M | 0.22% | 130 |
|
|
2021
Q3 | $917K | Hold |
3,561
| – | – | 0.04% | 291 |
|
|
2021
Q2 | $996K | Sell |
3,561
-65
| -2% | -$18.2K | 0.05% | 263 |
|
|
2021
Q1 | $734K | Buy |
3,626
+19
| +0.5% | +$3.85K | 0.04% | 282 |
|
|
2020
Q4 | $802K | Sell |
3,607
-2
| -0.1% | -$445 | 0.05% | 240 |
|
|
2020
Q3 | $777K | Buy |
3,609
+192
| +6% | +$41.3K | 0.05% | 220 |
|
|
2020
Q2 | $588K | Buy |
3,417
+40
| +1% | +$6.88K | 0.04% | 230 |
|
|
2020
Q1 | $312K | Hold |
3,377
| – | – | 0.03% | 274 |
|
|
2019
Q4 | $250K | Hold |
3,377
| – | – | 0.02% | 381 |
|
|
2019
Q3 | $209K | Buy |
+3,377
| New | +$209K | 0.02% | 389 |
|