MMPW
Mitchell McLeod Pugh & Williams’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Hold |
2,991
| – | – | 0.04% | 256 |
|
|
2025
Q1 | $243K | Hold |
2,991
| – | – | 0.05% | 240 |
|
|
2024
Q4 | $269K | Buy |
+2,991
| New | +$269K | 0.06% | 221 |
|
|
2024
Q1 | – | Sell |
-3,491
| Closed | -$208K | – | 263 |
|
|
2023
Q4 | $208K | Buy |
+3,491
| New | +$208K | 0.05% | 245 |
|
|
2023
Q2 | – | Sell |
-3,571
| Closed | -$208K | – | 255 |
|
|
2023
Q1 | $208K | Buy |
+3,571
| New | +$208K | 0.06% | 238 |
|
|
2022
Q3 | – | Sell |
-3,751
| Closed | -$215K | – | 228 |
|
|
2022
Q2 | $215K | Sell |
3,751
-95
| -2% | -$5.45K | 0.08% | 207 |
|
|
2022
Q1 | $412K | Sell |
3,846
-75
| -2% | -$8.03K | 0.14% | 162 |
|
|
2021
Q4 | $597K | Hold |
3,921
| – | – | 0.2% | 125 |
|
|
2021
Q3 | $1.01M | Hold |
3,921
| – | – | 0.37% | 75 |
|
|
2021
Q2 | $1.1M | Buy |
3,921
+121
| +3% | +$33.8K | 0.42% | 70 |
|
|
2021
Q1 | $769K | Sell |
3,800
-6
| -0.2% | -$1.21K | 0.32% | 98 |
|
|
2020
Q4 | $846K | Buy |
3,806
+131
| +4% | +$29.1K | 0.39% | 82 |
|
|
2020
Q3 | $791K | Buy |
3,675
+1,235
| +51% | +$266K | 0.4% | 79 |
|
|
2020
Q2 | $420K | Buy |
+2,440
| New | +$420K | 0.24% | 121 |
|