Insigneo 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 | – | Sell |
-3,602
| Closed | -$293K | – | 682 |
|
|
2025
Q1 | $293K | Sell |
3,602
-52
| -1% | -$4.23K | 0.03% | 420 |
|
|
2024
Q4 | $329K | Buy |
+3,654
| New | +$329K | 0.03% | 398 |
|
|
2024
Q1 | – | Sell |
-3,579
| Closed | -$213K | – | 492 |
|
|
2023
Q4 | $213K | Sell |
3,579
-1,881
| -34% | -$112K | 0.03% | 409 |
|
|
2023
Q3 | $229K | Sell |
5,460
-2,180
| -29% | -$91.6K | 0.05% | 339 |
|
|
2023
Q2 | $390K | Sell |
7,640
-1,195
| -14% | -$61.1K | 0.07% | 241 |
|
|
2023
Q1 | $515K | Buy |
8,835
+2,854
| +48% | +$166K | 0.16% | 131 |
|
|
2022
Q4 | $331K | Buy |
+5,981
| New | +$331K | 0.13% | 174 |
|