J.P. Morgan Private Wealth Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.75M | Sell |
41,724
-88,414
| -68% | -$3.71M | 0.01% | 786 |
|
|
2023
Q2 | $6.65M | Sell |
130,138
-36,592
| -22% | -$1.87M | 0.03% | 295 |
|
|
2023
Q1 | $9.72M | Sell |
166,730
-788
| -0.5% | -$45.9K | 0.02% | 432 |
|
|
2022
Q4 | $9.28M | Sell |
167,518
-19,634
| -10% | -$1.09M | 0.02% | 431 |
|
|
2022
Q3 | $10M | Sell |
187,152
-1,605
| -0.9% | -$85.8K | 0.03% | 401 |
|
|
2022
Q2 | $10.8M | Sell |
188,757
-38,355
| -17% | -$2.2M | 0.03% | 388 |
|
|
2022
Q1 | $24.3M | Buy |
227,112
+46,298
| +26% | +$4.96M | 0.05% | 294 |
|
|
2021
Q4 | $27.5M | Sell |
180,814
-11,234
| -6% | -$1.71M | 0.06% | 269 |
|
|
2021
Q3 | $49.4M | Buy |
192,048
+44,205
| +30% | +$11.4M | 0.12% | 181 |
|
|
2021
Q2 | $41.3M | Sell |
147,843
-6,184
| -4% | -$1.73M | 0.11% | 198 |
|
|
2021
Q1 | $31.2M | Sell |
154,027
-58,148
| -27% | -$11.8M | 0.1% | 202 |
|
|
2020
Q4 | $47.2M | Buy |
212,175
+30,145
| +17% | +$6.7M | 0.15% | 148 |
|
|
2020
Q3 | $39.2M | Buy |
182,030
+71,103
| +64% | +$15.3M | 0.15% | 140 |
|
|
2020
Q2 | $19.1M | Buy |
110,927
+19,650
| +22% | +$3.38M | 0.09% | 194 |
|
|
2020
Q1 | $8.43M | Buy |
91,277
+38,815
| +74% | +$3.59M | 0.05% | 286 |
|
|
2019
Q4 | $3.89M | Sell |
52,462
-461
| -0.9% | -$34.2K | 0.02% | 474 |
|
|
2019
Q3 | $3.28M | Sell |
52,923
-3,848
| -7% | -$238K | 0.02% | 496 |
|
|
2019
Q2 | $2.82M | Sell |
56,771
-73,768
| -57% | -$3.67M | 0.02% | 514 |
|
|
2019
Q1 | $6.77M | Buy |
130,539
+62,029
| +91% | +$3.22M | 0.04% | 340 |
|
|
2018
Q4 | $2.75M | Buy |
68,510
+58,388
| +577% | +$2.34M | 0.02% | 503 |
|
|
2018
Q3 | $532K | Buy |
+10,122
| New | +$532K | ﹤0.01% | 1048 |
|