HighTower Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.17M | Sell |
40,645
-5,045
| -11% | -$393K | ﹤0.01% | 1317 |
|
|
2025
Q1 | $3.72M | Buy |
45,690
+6,413
| +16% | +$522K | 0.01% | 1182 |
|
|
2024
Q4 | $3.53M | Sell |
39,277
-16,136
| -29% | -$1.45M | ﹤0.01% | 1207 |
|
|
2024
Q3 | $3.44M | Sell |
55,413
-6,821
| -11% | -$423K | ﹤0.01% | 1208 |
|
|
2024
Q2 | $3.33M | Buy |
62,234
+3,097
| +5% | +$166K | 0.01% | 1181 |
|
|
2024
Q1 | $3.52M | Buy |
59,137
+12,775
| +28% | +$760K | 0.01% | 1125 |
|
|
2023
Q4 | $2.76M | Buy |
46,362
+5,426
| +13% | +$323K | ﹤0.01% | 1258 |
|
|
2023
Q3 | $1.71M | Sell |
40,936
-25,126
| -38% | -$1.05M | ﹤0.01% | 1455 |
|
|
2023
Q2 | $3.4M | Sell |
66,062
-9,065
| -12% | -$466K | 0.01% | 1076 |
|
|
2023
Q1 | $4.39M | Buy |
75,127
+14,222
| +23% | +$831K | 0.01% | 917 |
|
|
2022
Q4 | $3.36M | Sell |
60,905
-45,384
| -43% | -$2.51M | 0.01% | 1007 |
|
|
2022
Q3 | $5.68M | Sell |
106,289
-12,881
| -11% | -$688K | 0.02% | 747 |
|
|
2022
Q2 | $6.83M | Sell |
119,170
-14,226
| -11% | -$815K | 0.02% | 696 |
|
|
2022
Q1 | $14.3M | Buy |
133,396
+31,660
| +31% | +$3.39M | 0.03% | 499 |
|
|
2021
Q4 | $15.5M | Buy |
101,736
+16,800
| +20% | +$2.56M | 0.03% | 458 |
|
|
2021
Q3 | $21.9M | Buy |
84,936
+2,587
| +3% | +$666K | 0.06% | 322 |
|
|
2021
Q2 | $23M | Buy |
82,349
+2,063
| +3% | +$577K | 0.07% | 281 |
|
|
2021
Q1 | $16.2M | Buy |
80,286
+6,100
| +8% | +$1.23M | 0.05% | 341 |
|
|
2020
Q4 | $16.5M | Sell |
74,186
-391
| -0.5% | -$86.8K | 0.07% | 270 |
|
|
2020
Q3 | $16.1M | Buy |
74,577
+21,560
| +41% | +$4.64M | 0.08% | 242 |
|
|
2020
Q2 | $9.13M | Sell |
53,017
-10,893
| -17% | -$1.88M | 0.05% | 343 |
|
|
2020
Q1 | $5.9M | Sell |
63,910
-12,473
| -16% | -$1.15M | 0.04% | 401 |
|
|
2019
Q4 | $5.66M | Buy |
76,383
+31,852
| +72% | +$2.36M | 0.03% | 504 |
|
|
2019
Q3 | $2.76M | Buy |
44,531
+19,613
| +79% | +$1.21M | 0.02% | 777 |
|
|
2019
Q2 | $1.24M | Buy |
24,918
+606
| +2% | +$30.2K | 0.01% | 1090 |
|
|
2019
Q1 | $1.26M | Buy |
24,312
+7,533
| +45% | +$392K | 0.01% | 1037 |
|
|
2018
Q4 | $672K | Buy |
+16,779
| New | +$672K | 0.01% | 1210 |
|