Montag & Associates’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 | – | Sell |
|
|||||
|
2025
Q2 | $1.52M | Buy |
|
|||||
|
2025
Q1 | $15K | Sell |
|
|||||
|
2024
Q4 | $18K | Hold |
|
|||||
|
2024
Q3 | $12.4K | Hold |
|
|||||
|
2024
Q2 | $10.7K | Hold |
|
|||||
|
2024
Q1 | $11.9K | Hold |
|
|||||
|
2023
Q4 | $11.9K | Hold |
|
|||||
|
2023
Q3 | $8.4K | Hold |
|
|||||
|
2023
Q2 | $10.2K | Sell |
|
|||||
|
2023
Q1 | $49.6K | Sell |
|
|||||
|
2022
Q4 | $47.5K | Sell |
|
|||||
|
2022
Q3 | $58K | Sell |
|
|||||
|
2022
Q2 | $64K | Sell |
|
|||||
|
2022
Q1 | $122K | Sell |
|
|||||
|
2021
Q4 | $223K | Buy |
|
|||||
|
2021
Q3 | $367K | Buy |
|
|||||
|
2021
Q2 | $389K | Buy |
|
|||||
|
2021
Q1 | $259K | Sell |
|
|||||
|
2020
Q4 | $307K | Buy |
|