MAI Capital 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 | $878K | Buy |
11,277
+165
| +1% | +$12.9K | 0.01% | 665 |
|
|
2025
Q1 | $905K | Buy |
11,112
+3
| +0% | +$244 | 0.01% | 629 |
|
|
2024
Q4 | $999K | Buy |
11,109
+148
| +1% | +$13.3K | 0.01% | 611 |
|
|
2024
Q3 | $681K | Sell |
10,961
-2,387
| -18% | -$148K | 0.01% | 641 |
|
|
2024
Q2 | $714K | Sell |
13,348
-433
| -3% | -$23.2K | 0.01% | 672 |
|
|
2024
Q1 | $821K | Sell |
13,781
-21
| -0.2% | -$1.25K | 0.01% | 624 |
|
|
2023
Q4 | $821K | Buy |
13,802
+219
| +2% | +$13K | 0.01% | 516 |
|
|
2023
Q3 | $570K | Sell |
13,583
-225
| -2% | -$9.45K | 0.01% | 586 |
|
|
2023
Q2 | $705K | Sell |
13,808
-2,573
| -16% | -$131K | 0.01% | 510 |
|
|
2023
Q1 | $955K | Sell |
16,381
-36
| -0.2% | -$2.1K | 0.02% | 426 |
|
|
2022
Q4 | $910K | Buy |
16,417
+157
| +1% | +$8.7K | 0.02% | 423 |
|
|
2022
Q3 | $869K | Buy |
16,260
+3,908
| +32% | +$209K | 0.02% | 396 |
|
|
2022
Q2 | $709K | Sell |
12,352
-637
| -5% | -$36.6K | 0.01% | 442 |
|
|
2022
Q1 | $1.39M | Buy |
12,989
+2,326
| +22% | +$249K | 0.02% | 318 |
|
|
2021
Q4 | $1.62M | Sell |
10,663
-47
| -0.4% | -$7.16K | 0.03% | 311 |
|
|
2021
Q3 | $2.76M | Sell |
10,710
-3,341
| -24% | -$860K | 0.05% | 189 |
|
|
2021
Q2 | $3.93M | Sell |
14,051
-3,766
| -21% | -$1.05M | 0.08% | 163 |
|
|
2021
Q1 | $3.61M | Sell |
17,817
-1,398
| -7% | -$283K | 0.08% | 156 |
|
|
2020
Q4 | $4.27M | Buy |
19,215
+441
| +2% | +$98K | 0.11% | 137 |
|
|
2020
Q3 | $4.04M | Sell |
18,774
-3,433
| -15% | -$739K | 0.12% | 125 |
|
|
2020
Q2 | $3.82M | Sell |
22,207
-1,216
| -5% | -$209K | 0.12% | 127 |
|
|
2020
Q1 | $2.16M | Hold |
23,423
| – | – | 0.09% | 143 |
|
|
2019
Q4 | $1.74M | Hold |
23,423
| – | – | 0.06% | 196 |
|
|
2019
Q3 | $1.45M | Buy |
+23,423
| New | +$1.45M | 0.06% | 192 |
|