Meridian Investment Counsel’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.22M | Sell |
28,474
-450
| -2% | -$35.1K | 0.6% | 52 |
|
|
2025
Q1 | $2.35M | Sell |
28,924
-250
| -0.9% | -$20.4K | 0.69% | 44 |
|
|
2024
Q4 | $2.62M | Sell |
29,174
-526
| -2% | -$47.3K | 0.78% | 34 |
|
|
2024
Q3 | $1.84M | Sell |
29,700
-950
| -3% | -$59K | 0.56% | 55 |
|
|
2024
Q2 | $1.64M | Sell |
30,650
-300
| -1% | -$16.1K | 0.52% | 59 |
|
|
2024
Q1 | $1.84M | Sell |
30,950
-1,042
| -3% | -$62.1K | 0.61% | 51 |
|
|
2023
Q4 | $1.9M | Sell |
31,992
-238
| -0.7% | -$14.1K | 0.65% | 48 |
|
|
2023
Q3 | $1.35M | Sell |
32,230
-500
| -2% | -$21K | 0.51% | 60 |
|
|
2023
Q2 | $1.67M | Hold |
32,730
| – | – | 0.6% | 47 |
|
|
2023
Q1 | $1.91M | Hold |
32,730
| – | – | 0.72% | 41 |
|
|
2022
Q4 | $1.81M | Sell |
32,730
-858
| -3% | -$47.6K | 0.72% | 41 |
|
|
2022
Q3 | $1.8M | Buy |
33,588
+450
| +1% | +$24.1K | 0.8% | 36 |
|
|
2022
Q2 | $1.9M | Buy |
33,138
+683
| +2% | +$39.2K | 0.78% | 39 |
|
|
2022
Q1 | $3.48M | Buy |
32,455
+6,375
| +24% | +$683K | 1.21% | 21 |
|
|
2021
Q4 | $3.97M | Buy |
26,080
+1,795
| +7% | +$273K | 1.32% | 19 |
|
|
2021
Q3 | $6.25M | Hold |
24,285
| – | – | 2.27% | 6 |
|
|
2021
Q2 | $6.79M | Sell |
24,285
-108
| -0.4% | -$30.2K | 2.39% | 6 |
|
|
2021
Q1 | $4.94M | Hold |
24,393
| – | – | 1.9% | 10 |
|
|
2020
Q4 | $5.42M | Hold |
24,393
| – | – | 2.29% | 6 |
|
|
2020
Q3 | $5.25M | Buy |
24,393
+25
| +0.1% | +$5.38K | 2.54% | 6 |
|
|
2020
Q2 | $4.2M | Hold |
24,368
| – | – | 2.14% | 11 |
|
|
2020
Q1 | $2.25M | Buy |
24,368
+40
| +0.2% | +$3.7K | 1.46% | 19 |
|
|
2019
Q4 | $1.8M | Hold |
24,328
| – | – | 0.89% | 34 |
|
|
2019
Q3 | $1.51M | Buy |
24,328
+16,978
| +231% | +$1.05M | 0.82% | 39 |
|
|
2019
Q2 | $365K | Buy |
7,350
+150
| +2% | +$7.45K | 0.2% | 114 |
|
|
2019
Q1 | $373K | Sell |
7,200
-200
| -3% | -$10.4K | 0.22% | 113 |
|
|
2018
Q4 | $297K | Buy |
+7,400
| New | +$297K | 0.19% | 116 |
|