FineMark National Bank & Trust’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,332
| Closed | -$210K | – | 450 |
|
|
2024
Q4 | $210K | Buy |
+2,332
| New | +$210K | 0.01% | 406 |
|
|
2023
Q1 | – | Sell |
-4,113
| Closed | -$228K | – | 429 |
|
|
2022
Q4 | $228K | Sell |
4,113
-217
| -5% | -$12K | 0.01% | 360 |
|
|
2022
Q3 | $231K | Buy |
4,330
+200
| +5% | +$10.7K | 0.01% | 352 |
|
|
2022
Q2 | $237K | Sell |
4,130
-262
| -6% | -$15K | 0.01% | 371 |
|
|
2022
Q1 | $470K | Sell |
4,392
-11
| -0.2% | -$1.18K | 0.02% | 297 |
|
|
2021
Q4 | $671K | Buy |
4,403
+136
| +3% | +$20.7K | 0.03% | 260 |
|
|
2021
Q3 | $1.1M | Buy |
4,267
+18
| +0.4% | +$4.63K | 0.05% | 200 |
|
|
2021
Q2 | $1.19M | Sell |
4,249
-131
| -3% | -$36.6K | 0.05% | 196 |
|
|
2021
Q1 | $887K | Hold |
4,380
| – | – | 0.04% | 220 |
|
|
2020
Q4 | $974K | Sell |
4,380
-1,255
| -22% | -$279K | 0.04% | 203 |
|
|
2020
Q3 | $1.21M | Sell |
5,635
-760
| -12% | -$164K | 0.06% | 162 |
|
|
2020
Q2 | $1.1M | Buy |
6,395
+625
| +11% | +$108K | 0.06% | 164 |
|
|
2020
Q1 | $533K | Buy |
5,770
+300
| +5% | +$27.7K | 0.03% | 220 |
|
|
2019
Q4 | $405K | Hold |
5,470
| – | – | 0.02% | 267 |
|
|
2019
Q3 | $339K | Sell |
5,470
-151
| -3% | -$9.36K | 0.02% | 284 |
|
|
2019
Q2 | $279K | Sell |
5,621
-311
| -5% | -$15.4K | 0.02% | 305 |
|
|
2019
Q1 | $308K | Buy |
+5,932
| New | +$308K | 0.02% | 275 |
|