I
InceptionR’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $851K | Buy |
10,929
+3,479
| +47% | +$271K | 0.2% | 188 |
|
|
2025
Q1 | $606K | Buy |
+7,450
| New | +$606K | 0.18% | 228 |
|
|
2024
Q1 | – | Sell |
-3,874
| Closed | -$230K | – | 617 |
|
|
2023
Q4 | $230K | Sell |
3,874
-3,705
| -49% | -$220K | 0.16% | 281 |
|
|
2023
Q3 | $318K | Sell |
7,579
-300
| -4% | -$12.6K | 0.18% | 245 |
|
|
2023
Q2 | $403K | Sell |
7,879
-6,173
| -44% | -$315K | 0.21% | 197 |
|
|
2023
Q1 | $819K | Buy |
14,052
+8,041
| +134% | +$469K | 0.26% | 143 |
|
|
2022
Q4 | $333K | Buy |
+6,011
| New | +$333K | 0.18% | 255 |
|