Financial Perspectives’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 | $84.9K | Hold |
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|
2025
Q2 | $91.8K | Buy |
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|
2025
Q1 | $79.9K | Sell |
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|
2024
Q4 | $88.2K | Hold |
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|
2024
Q3 | $60.9K | Hold |
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|
2024
Q2 | $52.5K | Hold |
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|
2024
Q1 | $58.4K | Hold |
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|
2023
Q4 | $58.3K | Hold |
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|
2023
Q3 | $41.2K | Hold |
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|
2023
Q2 | $50.1K | Hold |
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|
2023
Q1 | $57.2K | Hold |
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|
2022
Q4 | $54.4K | Buy |
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|
2022
Q3 | $50.5K | Hold |
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|
2022
Q2 | $54.2K | Hold |
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|
2022
Q1 | $101K | Hold |
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|
2021
Q4 | $144K | Sell |
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|
2021
Q3 | $248K | Hold |
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|
2021
Q2 | $270K | Sell |
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|
2021
Q1 | $964K | Buy |
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|
2020
Q4 | $212K | Buy |
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|
2020
Q3 | $203K | Hold |
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|
2020
Q2 | $163K | Hold |
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|
2020
Q1 | $87.2K | Buy |
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|
2019
Q4 | $47.8K | Buy |
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