Financial Perspectives’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $91.8K | Buy |
1,178
+212
| +22% | +$16.5K | 0.03% | 233 |
|
|
2025
Q1 | $79.9K | Sell |
966
-15
| -2% | -$1.24K | 0.03% | 238 |
|
|
2024
Q4 | $88.2K | Hold |
981
| – | – | 0.03% | 234 |
|
|
2024
Q3 | $60.9K | Hold |
981
| – | – | 0.02% | 265 |
|
|
2024
Q2 | $52.5K | Hold |
981
| – | – | 0.02% | 271 |
|
|
2024
Q1 | $58.4K | Hold |
981
| – | – | 0.02% | 264 |
|
|
2023
Q4 | $58.3K | Hold |
981
| – | – | 0.02% | 256 |
|
|
2023
Q3 | $41.2K | Hold |
981
| – | – | 0.02% | 275 |
|
|
2023
Q2 | $50.1K | Hold |
981
| – | – | 0.02% | 265 |
|
|
2023
Q1 | $57.2K | Hold |
981
| – | – | 0.03% | 250 |
|
|
2022
Q4 | $54.4K | Buy |
981
+37
| +4% | +$2.05K | 0.03% | 238 |
|
|
2022
Q3 | $50.5K | Hold |
944
| – | – | 0.03% | 235 |
|
|
2022
Q2 | $54.2K | Hold |
944
| – | – | 0.03% | 229 |
|
|
2022
Q1 | $101K | Hold |
944
| – | – | 0.05% | 192 |
|
|
2021
Q4 | $144K | Sell |
944
-20
| -2% | -$3.05K | 0.07% | 147 |
|
|
2021
Q3 | $248K | Hold |
964
| – | – | 0.13% | 105 |
|
|
2021
Q2 | $270K | Sell |
964
-194,198
| -100% | -$54.3M | 0.13% | 107 |
|
|
2021
Q1 | $964K | Buy |
195,162
+194,209
| +20,379% | +$959K | 0.05% | 215 |
|
|
2020
Q4 | $212K | Buy |
953
+9
| +1% | +$2K | 0.12% | 112 |
|
|
2020
Q3 | $203K | Hold |
944
| – | – | 0.13% | 99 |
|
|
2020
Q2 | $163K | Hold |
944
| – | – | 0.12% | 102 |
|
|
2020
Q1 | $87.2K | Buy |
944
+299
| +46% | +$27.6K | 0.07% | 123 |
|
|
2019
Q4 | $47.8K | Buy |
+645
| New | +$47.8K | 0.03% | 180 |
|