Lyell Wealth Management’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-19,308
| Closed | -$1.2M | – | 203 |
|
|
2024
Q3 | $1.2M | Sell |
19,308
-1,454
| -7% | -$90.3K | 0.11% | 111 |
|
|
2024
Q2 | $1.11M | Buy |
20,762
+2,081
| +11% | +$111K | 0.11% | 107 |
|
|
2024
Q1 | $1.11M | Sell |
18,681
-120
| -0.6% | -$7.15K | 0.11% | 109 |
|
|
2023
Q4 | $1.12M | Sell |
18,801
-2,097
| -10% | -$125K | 0.13% | 109 |
|
|
2023
Q3 | $878K | Sell |
20,898
-1,376
| -6% | -$57.8K | 0.12% | 105 |
|
|
2023
Q2 | $1.14M | Sell |
22,274
-7,307
| -25% | -$373K | 0.15% | 100 |
|
|
2023
Q1 | $1.72M | Sell |
29,581
-977
| -3% | -$57K | 0.24% | 92 |
|
|
2022
Q4 | $1.69M | Sell |
30,558
-11,303
| -27% | -$626K | 0.27% | 89 |
|
|
2022
Q3 | $2.24M | Sell |
41,861
-1,574
| -4% | -$84.2K | 0.38% | 80 |
|
|
2022
Q2 | $2.49M | Sell |
43,435
-3,076
| -7% | -$176K | 0.41% | 77 |
|
|
2022
Q1 | $4.98M | Buy |
46,511
+2,807
| +6% | +$301K | 0.64% | 57 |
|
|
2021
Q4 | $6.66M | Buy |
43,704
+1,001
| +2% | +$152K | 0.76% | 50 |
|
|
2021
Q3 | $11M | Buy |
42,703
+594
| +1% | +$153K | 1.34% | 28 |
|
|
2021
Q2 | $11.8M | Buy |
42,109
+1,226
| +3% | +$343K | 1.46% | 22 |
|
|
2021
Q1 | $8.28M | Buy |
40,883
+4,474
| +12% | +$906K | 1.21% | 31 |
|
|
2020
Q4 | $8.09M | Buy |
36,409
+1,285
| +4% | +$286K | 1.29% | 32 |
|
|
2020
Q3 | $7.56M | Buy |
35,124
+4,520
| +15% | +$973K | 1.42% | 27 |
|
|
2020
Q2 | $5.27M | Buy |
30,604
+14,480
| +90% | +$2.49M | 1.16% | 36 |
|
|
2020
Q1 | $1.49M | Buy |
+16,124
| New | +$1.49M | 0.45% | 63 |
|