IP
Intellectus Partners’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $376K | Sell |
4,827
-1,000
| -17% | -$77.9K | 0.08% | 215 |
|
|
2025
Q1 | $474K | Sell |
5,827
-750
| -11% | -$61.1K | 0.12% | 189 |
|
|
2024
Q4 | $592K | Sell |
6,577
-1,400
| -18% | -$126K | 0.13% | 178 |
|
|
2024
Q3 | $495K | Sell |
7,977
-795
| -9% | -$49.4K | 0.13% | 185 |
|
|
2024
Q2 | $469K | Sell |
8,772
-954
| -10% | -$51K | 0.13% | 177 |
|
|
2024
Q1 | $579K | Sell |
9,726
-1,600
| -14% | -$95.3K | 0.15% | 172 |
|
|
2023
Q4 | $673K | Sell |
11,326
-1,350
| -11% | -$80.3K | 0.19% | 142 |
|
|
2023
Q3 | $532K | Sell |
12,676
-5,374
| -30% | -$226K | 0.17% | 167 |
|
|
2023
Q2 | $922K | Buy |
18,050
+100
| +0.6% | +$5.11K | 0.28% | 104 |
|
|
2023
Q1 | $1.05M | Buy |
17,950
+299
| +2% | +$17.4K | 0.33% | 88 |
|
|
2022
Q4 | $978K | Buy |
17,651
+861
| +5% | +$47.7K | 0.34% | 87 |
|
|
2022
Q3 | $898K | Sell |
16,790
-1,060
| -6% | -$56.7K | 0.32% | 89 |
|
|
2022
Q2 | $1.02M | Buy |
17,850
+3,910
| +28% | +$224K | 0.35% | 80 |
|
|
2022
Q1 | $1.49M | Buy |
13,940
+11,451
| +460% | +$1.23M | 0.45% | 57 |
|
|
2021
Q4 | $379K | Buy |
2,489
+1,439
| +137% | +$219K | 0.1% | 200 |
|
|
2021
Q3 | $270K | Hold |
1,050
| – | – | 0.07% | 229 |
|
|
2021
Q2 | $294K | Hold |
1,050
| – | – | 0.07% | 233 |
|
|
2021
Q1 | $213K | Buy |
1,050
+50
| +5% | +$10.1K | 0.06% | 234 |
|
|
2020
Q4 | $222K | Buy |
+1,000
| New | +$222K | 0.07% | 218 |
|
|
2020
Q3 | – | Sell |
-1,289
| Closed | -$222K | – | 212 |
|
|
2020
Q2 | $222K | Buy |
+1,289
| New | +$222K | 0.09% | 197 |
|