Greenwich 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 | $7.28M | Hold |
93,420
| – | – | 0.35% | 36 |
|
|
2025
Q1 | $7.6M | Sell |
93,420
-474
| -0.5% | -$38.6K | 0.58% | 28 |
|
|
2024
Q4 | $8.45M | Buy |
93,894
+184
| +0.2% | +$16.5K | 0.6% | 25 |
|
|
2024
Q3 | $5.82M | Buy |
93,710
+102
| +0.1% | +$6.33K | 0.4% | 35 |
|
|
2024
Q2 | $5.01M | Buy |
93,608
+373
| +0.4% | +$20K | 0.37% | 37 |
|
|
2024
Q1 | $5.55M | Buy |
93,235
+487
| +0.5% | +$29K | 0.44% | 32 |
|
|
2023
Q4 | $5.51M | Buy |
92,748
+6,650
| +8% | +$395K | 0.54% | 29 |
|
|
2023
Q3 | $3.62M | Buy |
86,098
+8
| +0% | +$336 | 0.38% | 39 |
|
|
2023
Q2 | $4.4M | Hold |
86,090
| – | – | 0.46% | 33 |
|
|
2023
Q1 | $5.02M | Sell |
86,090
-25
| -0% | -$1.46K | 0.55% | 25 |
|
|
2022
Q4 | $4.77M | Buy |
86,115
+46,002
| +115% | +$2.55M | 0.53% | 25 |
|
|
2022
Q3 | $2.15M | Buy |
40,113
+19,000
| +90% | +$1.02M | 0.23% | 61 |
|
|
2022
Q2 | $1.21M | Buy |
+21,113
| New | +$1.21M | 0.16% | 97 |
|