IMA Advisory Services’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Buy |
14,615
+2,143
| +17% | +$167K | 0.12% | 114 |
|
|
2025
Q1 | $1.02M | Sell |
12,472
-1,459
| -10% | -$119K | 0.12% | 110 |
|
|
2024
Q4 | $1.25M | Sell |
13,931
-334
| -2% | -$30K | 0.15% | 109 |
|
|
2024
Q3 | $886K | Buy |
+14,265
| New | +$886K | 0.19% | 104 |
|
|
2023
Q4 | – | Sell |
-10,349
| Closed | -$435K | – | 117 |
|
|
2023
Q3 | $435K | Sell |
10,349
-150
| -1% | -$6.3K | 0.11% | 119 |
|
|
2023
Q2 | $536K | Buy |
10,499
+622
| +6% | +$31.8K | 0.14% | 109 |
|
|
2023
Q1 | $576K | Buy |
9,877
+433
| +5% | +$25.2K | 0.15% | 110 |
|
|
2022
Q4 | $523K | Sell |
9,444
-21,178
| -69% | -$1.17M | 0.14% | 106 |
|
|
2022
Q3 | $1.64M | Sell |
30,622
-2,946
| -9% | -$157K | 0.44% | 70 |
|
|
2022
Q2 | $1.93M | Buy |
33,568
+7,118
| +27% | +$408K | 0.47% | 66 |
|
|
2022
Q1 | $2.83M | Buy |
26,450
+4,484
| +20% | +$480K | 0.65% | 51 |
|
|
2021
Q4 | $3.35M | Buy |
+21,966
| New | +$3.35M | 0.74% | 40 |
|