Glass Jacobson Investment Advisors’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $624 | Hold |
8
| – | – | ﹤0.01% | 538 |
|
|
2025
Q1 | $720 | Hold |
8
| – | – | ﹤0.01% | 803 |
|
|
2024
Q4 | $720 | Hold |
8
| – | – | ﹤0.01% | 803 |
|
|
2024
Q3 | $497 | Hold |
8
| – | – | ﹤0.01% | 733 |
|
|
2024
Q2 | $428 | Hold |
8
| – | – | ﹤0.01% | 731 |
|
|
2024
Q1 | $477 | Buy |
8
+1
| +14% | +$60 | ﹤0.01% | 718 |
|
|
2023
Q4 | $417 | Hold |
7
| – | – | ﹤0.01% | 688 |
|
|
2023
Q3 | $294 | Hold |
7
| – | – | ﹤0.01% | 777 |
|
|
2023
Q2 | $358 | Buy |
+7
| New | +$358 | ﹤0.01% | 770 |
|
|
2022
Q4 | $388 | Buy |
+7
| New | +$388 | ﹤0.01% | 804 |
|