FAM
Formidable Asset Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $788K | Buy |
9,905
+5,169
| +109% | +$411K | 0.13% | 145 |
|
|
2025
Q1 | $386K | Sell |
4,736
-340
| -7% | -$27.7K | 0.06% | 272 |
|
|
2024
Q4 | $457K | Sell |
5,076
-1,552
| -23% | -$140K | 0.08% | 243 |
|
|
2024
Q3 | $412K | Sell |
6,628
-615
| -8% | -$38.2K | 0.07% | 250 |
|
|
2024
Q2 | $388K | Buy |
7,243
+2,517
| +53% | +$135K | 0.06% | 269 |
|
|
2024
Q1 | $281K | Buy |
+4,726
| New | +$281K | 0.05% | 287 |
|
|
2021
Q4 | – | Sell |
-1,287
| Closed | -$331K | – | 328 |
|
|
2021
Q3 | $331K | Sell |
1,287
-237
| -16% | -$61K | 0.06% | 255 |
|
|
2021
Q2 | $426K | Buy |
1,524
+342
| +29% | +$95.6K | 0.09% | 193 |
|
|
2021
Q1 | $237K | Buy |
1,182
+177
| +18% | +$35.5K | 0.05% | 248 |
|
|
2020
Q4 | $223K | Buy |
+1,005
| New | +$223K | 0.05% | 240 |
|