MAI Capital Management’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $793K | Sell |
|
|||||
|
2025
Q2 | $878K | Buy |
|
|||||
|
2025
Q1 | $905K | Buy |
|
|||||
|
2024
Q4 | $999K | Buy |
|
|||||
|
2024
Q3 | $681K | Sell |
|
|||||
|
2024
Q2 | $714K | Sell |
|
|||||
|
2024
Q1 | $821K | Sell |
|
|||||
|
2023
Q4 | $821K | Buy |
|
|||||
|
2023
Q3 | $570K | Sell |
|
|||||
|
2023
Q2 | $705K | Sell |
|
|||||
|
2023
Q1 | $955K | Sell |
|
|||||
|
2022
Q4 | $910K | Buy |
|
|||||
|
2022
Q3 | $869K | Buy |
|
|||||
|
2022
Q2 | $709K | Sell |
|
|||||
|
2022
Q1 | $1.39M | Buy |
|
|||||
|
2021
Q4 | $1.62M | Sell |
|
|||||
|
2021
Q3 | $2.76M | Sell |
|
|||||
|
2021
Q2 | $3.93M | Sell |
|
|||||
|
2021
Q1 | $3.61M | Sell |
|
|||||
|
2020
Q4 | $4.27M | Buy |
|
|||||
|
2020
Q3 | $4.04M | Sell |
|
|||||
|
2020
Q2 | $3.82M | Sell |
|
|||||
|
2020
Q1 | $2.16M | Hold |
|
|||||
|
2019
Q4 | $1.74M | Hold |
|
|||||
|
2019
Q3 | $1.45M | Buy |
|