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 |
|