International Assets Investment Management’s DocuSign DOCU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$387K Buy
4,968
+4
+0.1% +$312 0.03% 526
2025
Q1
$404K Buy
4,964
+447
+10% +$36.4K 0.04% 471
2024
Q4
$408K Sell
4,517
-434,397
-99% -$39.2M 0.03% 477
2024
Q3
$7.07K Buy
438,914
+431,295
+5,661% +$6.95K 0.02% 492
2024
Q2
$408K Sell
7,619
-110
-1% -$5.89K 0.04% 436
2024
Q1
$450K Sell
7,729
-1,050
-12% -$61.1K 0.05% 398
2023
Q4
$522K Sell
8,779
-2,720
-24% -$162K 0.07% 328
2023
Q3
$475K Buy
11,499
+2,210
+24% +$91.3K 0.07% 282
2023
Q2
$475K Sell
9,289
-85
-0.9% -$4.34K 0.06% 286
2023
Q1
$547K Sell
9,374
-3,794
-29% -$221K 0.08% 246
2022
Q4
$730K Buy
+13,168
New +$730K 0.08% 255
2022
Q2
Sell
-2,311
Closed -$248K 483
2022
Q1
$248K Buy
2,311
+590
+34% +$63.3K 0.04% 367
2021
Q4
$262K Sell
1,721
-324
-16% -$49.3K 0.05% 383
2021
Q3
$526K Sell
2,045
-257
-11% -$66.1K 0.09% 234
2021
Q2
$644K Sell
2,302
-7,697
-77% -$2.15M 0.12% 186
2021
Q1
$2.12M Buy
9,999
+5,125
+105% +$1.09M 0.2% 110
2020
Q4
$1.08M Sell
4,874
-674
-12% -$150K 0.2% 103
2020
Q3
$1.19M Sell
5,548
-4,643
-46% -$999K 0.3% 73
2020
Q2
$1.76M Buy
10,191
+931
+10% +$160K 0.42% 47
2020
Q1
$856K Buy
+9,260
New +$856K 0.26% 80