Green Alpha 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 | $772K | Sell |
9,909
-593
| -6% | -$46.2K | 0.74% | 45 |
|
2025
Q1 | $855K | Sell |
10,502
-94
| -0.9% | -$7.65K | 0.91% | 33 |
|
2024
Q4 | $953K | Sell |
10,596
-1,581
| -13% | -$142K | 0.76% | 48 |
|
2024
Q3 | $756K | Sell |
12,177
-599
| -5% | -$37.2K | 0.59% | 60 |
|
2024
Q2 | $684K | Sell |
12,776
-707
| -5% | -$37.8K | 0.55% | 66 |
|
2024
Q1 | $803K | Sell |
13,483
-52
| -0.4% | -$3.1K | 0.58% | 64 |
|
2023
Q4 | $805K | Buy |
13,535
+3,237
| +31% | +$192K | 0.58% | 70 |
|
2023
Q3 | $433K | Buy |
10,298
+1,360
| +15% | +$57.1K | 0.33% | 101 |
|
2023
Q2 | $457K | Buy |
8,938
+858
| +11% | +$43.8K | 0.3% | 113 |
|
2023
Q1 | $471K | Buy |
8,080
+2,875
| +55% | +$168K | 0.33% | 108 |
|
2022
Q4 | $288K | Sell |
5,205
-5,622
| -52% | -$311K | 0.24% | 118 |
|
2022
Q3 | $579K | Buy |
10,827
+68
| +0.6% | +$3.64K | 0.49% | 95 |
|
2022
Q2 | $617K | Buy |
10,759
+5,993
| +126% | +$344K | 0.14% | 115 |
|
2022
Q1 | $511K | Buy |
4,766
+351
| +8% | +$37.6K | 0.34% | 106 |
|
2021
Q4 | $672K | Buy |
4,415
+187
| +4% | +$28.5K | 0.45% | 93 |
|
2021
Q3 | $1.09M | Buy |
4,228
+39
| +0.9% | +$10K | 0.75% | 57 |
|
2021
Q2 | $1.17M | Buy |
+4,189
| New | +$1.17M | 0.8% | 54 |
|