Geneos Wealth Management’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $188K | Sell |
2,415
-1,843
| -43% | -$144K | ﹤0.01% | 1017 |
|
|
2025
Q1 | $347K | Buy |
4,258
+2,386
| +127% | +$194K | 0.01% | 1037 |
|
|
2024
Q4 | $168K | Sell |
1,872
-1,597
| -46% | -$144K | 0.01% | 897 |
|
|
2024
Q3 | $215K | Hold |
3,469
| – | – | 0.01% | 752 |
|
|
2024
Q2 | $186K | Buy |
3,469
+25
| +0.7% | +$1.34K | 0.01% | 719 |
|
|
2024
Q1 | $205K | Hold |
3,444
| – | – | 0.01% | 696 |
|
|
2023
Q4 | $205K | Sell |
3,444
-182
| -5% | -$10.8K | 0.01% | 668 |
|
|
2023
Q3 | $152K | Sell |
3,626
-683
| -16% | -$28.7K | 0.01% | 753 |
|
|
2023
Q2 | $220K | Sell |
4,309
-417
| -9% | -$21.3K | 0.01% | 662 |
|
|
2023
Q1 | $276K | Sell |
4,726
-182
| -4% | -$10.6K | 0.02% | 573 |
|
|
2022
Q4 | $272K | Sell |
4,908
-235
| -5% | -$13K | 0.02% | 563 |
|
|
2022
Q3 | $274K | Sell |
5,143
-1,484
| -22% | -$79.1K | 0.02% | 522 |
|
|
2022
Q2 | $405K | Buy |
6,627
+3,822
| +136% | +$234K | 0.02% | 552 |
|
|
2022
Q1 | $300K | Buy |
2,805
+534
| +24% | +$57.1K | 0.01% | 669 |
|
|
2021
Q4 | $345K | Buy |
2,271
+273
| +14% | +$41.5K | 0.01% | 687 |
|
|
2021
Q3 | $515K | Sell |
1,998
-110
| -5% | -$28.4K | 0.02% | 561 |
|
|
2021
Q2 | $587K | Sell |
2,108
-212
| -9% | -$59K | 0.02% | 524 |
|
|
2021
Q1 | $517K | Sell |
2,320
-486
| -17% | -$108K | 0.01% | 626 |
|
|
2020
Q4 | $506K | Buy |
2,806
+455
| +19% | +$82K | 0.02% | 536 |
|
|
2020
Q3 | $499K | Buy |
2,351
+11
| +0.5% | +$2.34K | 0.03% | 429 |
|
|
2020
Q2 | $415K | Buy |
2,340
+1,295
| +124% | +$230K | 0.02% | 451 |
|
|
2020
Q1 | $86K | Buy |
1,045
+200
| +24% | +$16.5K | 0.01% | 889 |
|
|
2019
Q4 | $62K | Hold |
845
| – | – | ﹤0.01% | 1148 |
|
|
2019
Q3 | $51K | Sell |
845
-749
| -47% | -$45.2K | ﹤0.01% | 1168 |
|
|
2019
Q2 | $79K | Buy |
1,594
+420
| +36% | +$20.8K | ﹤0.01% | 994 |
|
|
2019
Q1 | $60K | Buy |
1,174
+749
| +176% | +$38.3K | ﹤0.01% | 1059 |
|
|
2018
Q4 | $17K | Buy |
425
+120
| +39% | +$4.8K | ﹤0.01% | 1564 |
|
|
2018
Q3 | $16K | Buy |
305
+130
| +74% | +$6.82K | ﹤0.01% | 1669 |
|
|
2018
Q2 | $9K | Buy |
+175
| New | +$9K | ﹤0.01% | 1752 |
|