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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $217K | Buy |
4,575
+3,020
| +194% | +$155K | 0.01% | 408 |
|
|
2025
Q4 | $106K | Buy |
+1,555
| New | +$108K | ﹤0.01% | 499 |
|
|
2025
Q3 | – | Sell |
-19,500
| Closed | -$1.52M | – | 1130 |
|
|
2025
Q2 | $1.52M | Buy |
19,500
+19,316
| +10,498% | +$1.56M | 0.07% | 192 |
|
|
2025
Q1 | $15K | Sell |
184
-16
| -8% | -$1.4K | ﹤0.01% | 745 |
|
|
2024
Q4 | $18K | Hold |
200
| – | – | ﹤0.01% | 720 |
|
|
2024
Q3 | $12.4K | Hold |
200
| – | – | ﹤0.01% | 785 |
|
|
2024
Q2 | $10.7K | Hold |
200
| – | – | ﹤0.01% | 768 |
|
|
2024
Q1 | $11.9K | Hold |
200
| – | – | ﹤0.01% | 748 |
|
|
2023
Q4 | $11.9K | Hold |
200
| – | – | ﹤0.01% | 757 |
|
|
2023
Q3 | $8.4K | Hold |
200
| – | – | ﹤0.01% | 761 |
|
|
2023
Q2 | $10.2K | Sell |
200
-650
| -76% | -$34.4K | ﹤0.01% | 751 |
|
|
2023
Q1 | $49.6K | Sell |
850
-7
| -0.8% | -$418 | ﹤0.01% | 555 |
|
|
2022
Q4 | $47.5K | Sell |
857
-225
| -21% | -$11K | ﹤0.01% | 550 |
|
|
2022
Q3 | $58K | Sell |
1,082
-25
| -2% | -$1.57K | ﹤0.01% | 511 |
|
|
2022
Q2 | $64K | Sell |
1,107
-36
| -3% | -$2.91K | ﹤0.01% | 491 |
|
|
2022
Q1 | $122K | Sell |
1,143
-319
| -22% | -$36.6K | 0.01% | 440 |
|
|
2021
Q4 | $223K | Buy |
1,462
+36
| +3% | +$8.21K | 0.01% | 377 |
|
|
2021
Q3 | $367K | Buy |
1,426
+35
| +3% | +$10.1K | 0.02% | 316 |
|
|
2021
Q2 | $389K | Buy |
1,391
+110
| +9% | +$24.6K | 0.02% | 312 |
|
|
2021
Q1 | $259K | Sell |
1,281
-102
| -7% | -$23.7K | 0.01% | 352 |
|
|
2020
Q4 | $307K | Buy |
+1,383
| New | +$311K | 0.02% | 317 |
|
Other funds holding DOCU
VPM
VCM
