Gerber Kawasaki Wealth & Investment Management’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-13,016
| Closed | -$890K | – | 355 |
|
|
2025
Q4 | $890K | Sell |
13,016
-1,994
| -13% | -$138K | 0.03% | 167 |
|
|
2025
Q3 | $1.08M | Sell |
15,010
-2,000
| -12% | -$154K | 0.04% | 150 |
|
|
2025
Q2 | $1.32M | Sell |
17,010
-11,553
| -40% | -$935K | 0.05% | 131 |
|
|
2025
Q1 | $2.33M | Sell |
28,563
-9,952
| -26% | -$872K | 0.1% | 101 |
|
|
2024
Q4 | $3.46M | Sell |
38,515
-1,498
| -4% | -$120K | 0.15% | 83 |
|
|
2024
Q3 | $2.48M | Sell |
40,013
-14,997
| -27% | -$840K | 0.11% | 96 |
|
|
2024
Q2 | $2.94M | Sell |
55,010
-24,167
| -31% | -$1.36M | 0.15% | 86 |
|
|
2024
Q1 | $4.71M | Sell |
79,177
-4,730
| -6% | -$267K | 0.25% | 68 |
|
|
2023
Q4 | $4.99M | Sell |
83,907
-6,313
| -7% | -$290K | 0.3% | 62 |
|
|
2023
Q3 | $3.79M | Sell |
90,220
-29,860
| -25% | -$1.46M | 0.26% | 72 |
|
|
2023
Q2 | $6.13M | Sell |
120,080
-60,034
| -33% | -$3.18M | 0.41% | 54 |
|
|
2023
Q1 | $10.5M | Sell |
180,114
-20,203
| -10% | -$1.21M | 0.83% | 33 |
|
|
2022
Q4 | $11.1M | Sell |
200,317
-51,893
| -21% | -$2.53M | 0.98% | 33 |
|
|
2022
Q3 | $13.5M | Buy |
+252,210
| New | +$15.8M | 1.26% | 21 |
|
|
2022
Q1 | – | Sell |
-2,128
| Closed | -$324K | – | 261 |
|
|
2021
Q4 | $324K | Sell |
2,128
-857
| -29% | -$195K | 0.03% | 197 |
|
|
2021
Q3 | $768K | Buy |
2,985
+184
| +7% | +$53K | 0.1% | 80 |
|
|
2021
Q2 | $783K | Sell |
2,801
-99
| -3% | -$22.1K | 0.08% | 114 |
|
|
2021
Q1 | $587K | Buy |
2,900
+75
| +3% | +$17.4K | 0.07% | 123 |
|
|
2020
Q4 | $628K | Buy |
2,825
+505
| +22% | +$113K | 0.09% | 102 |
|
|
2020
Q3 | $499K | Buy |
2,320
+463
| +25% | +$96.1K | 0.11% | 79 |
|
|
2020
Q2 | $319K | Buy |
+1,857
| New | +$234K | 0.07% | 106 |
|
Other funds holding DOCU
VPM
VCM
