Morgens Waterfall Vintiadis & Co’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-72,000
| Closed | -$6.48M | – | 21 |
|
|
2024
Q4 | $6.48M | Buy |
+72,000
| New | +$6.48M | 4.95% | 7 |
|
|
2024
Q1 | – | Sell |
-72,000
| Closed | -$4.28M | – | 37 |
|
|
2023
Q4 | $4.28M | Buy |
+72,000
| New | +$4.28M | 3.18% | 16 |
|
|
2023
Q2 | – | Sell |
-49,900
| Closed | -$2.91M | – | 36 |
|
|
2023
Q1 | $2.91M | Buy |
49,900
+31,900
| +177% | +$1.86M | 2.39% | 21 |
|
|
2022
Q4 | $998K | Buy |
+18,000
| New | +$998K | 0.86% | 35 |
|