Harvest Fund 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 | – | Sell |
-3,957
| Closed | -$322K | – | 663 |
|
|
2025
Q1 | $322K | Sell |
3,957
-16,118
| -80% | -$1.31M | 0.02% | 325 |
|
|
2024
Q4 | $1.8M | Buy |
20,075
+15,149
| +308% | +$1.35M | 0.08% | 149 |
|
|
2024
Q3 | $306K | Buy |
+4,926
| New | +$306K | 0.02% | 294 |
|
|
2024
Q2 | – | Sell |
-1,249
| Closed | -$74K | – | 662 |
|
|
2024
Q1 | $74K | Buy |
+1,249
| New | +$74K | 0.01% | 455 |
|
|
2023
Q2 | – | Sell |
-875
| Closed | -$51K | – | 690 |
|
|
2023
Q1 | $51K | Sell |
875
-2,689
| -75% | -$157K | 0.01% | 473 |
|
|
2022
Q4 | $194K | Buy |
3,564
+3,383
| +1,869% | +$184K | 0.05% | 221 |
|
|
2022
Q3 | $10K | Buy |
181
+39
| +27% | +$2.16K | ﹤0.01% | 649 |
|
|
2022
Q2 | $8K | Hold |
142
| – | – | ﹤0.01% | 636 |
|
|
2022
Q1 | $15K | Hold |
142
| – | – | ﹤0.01% | 612 |
|
|
2021
Q4 | $22K | Sell |
142
-1,006
| -88% | -$156K | ﹤0.01% | 598 |
|
|
2021
Q3 | $295K | Buy |
1,148
+53
| +5% | +$13.6K | 0.07% | 97 |
|
|
2021
Q2 | $304K | Sell |
1,095
-671
| -38% | -$186K | 0.03% | 102 |
|
|
2021
Q1 | $357K | Sell |
1,766
-367
| -17% | -$74.2K | 0.03% | 86 |
|
|
2020
Q4 | $474K | Sell |
2,133
-519
| -20% | -$115K | 0.04% | 79 |
|
|
2020
Q3 | $599K | Buy |
2,652
+75
| +3% | +$16.9K | 0.05% | 73 |
|
|
2020
Q2 | $461K | Buy |
2,577
+272
| +12% | +$48.7K | 0.04% | 77 |
|
|
2020
Q1 | $212K | Buy |
2,305
+1,053
| +84% | +$96.8K | 0.02% | 119 |
|
|
2019
Q4 | $91K | Buy |
+1,252
| New | +$91K | 0.01% | 202 |
|