Financial Consulate’s DocuSign DOCU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.13M Buy
2023
Q2
Sell
2023
Q1
$926K Buy
2022
Q4
$878K Hold
2022
Q3
$847K Hold
2022
Q2
$909K Hold
2022
Q1
$1.7M Hold
2021
Q4
$2.41M Hold
2021
Q3
$4.08M Sell
2021
Q2
$4.46M Sell
2021
Q1
$3.32M Hold
2020
Q4
$3.65M Hold
2020
Q3
$3.53M Sell
2020
Q2
$3.02M Hold
2020
Q1
$1.62M Hold
2019
Q4
$1.3M Sell
2019
Q3
$1.29M Hold
2019
Q2
$1.04M Sell
2019
Q1
$1.12M Buy