NewEdge Advisors’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $710K | Sell |
9,119
-83
| -0.9% | -$6.47K | ﹤0.01% | 1484 |
|
|
2025
Q1 | $749K | Buy |
9,202
+2,457
| +36% | +$200K | ﹤0.01% | 1348 |
|
|
2024
Q4 | $607K | Buy |
6,745
+469
| +7% | +$42.2K | ﹤0.01% | 1426 |
|
|
2024
Q3 | $390K | Sell |
6,276
-2,695
| -30% | -$167K | ﹤0.01% | 1629 |
|
|
2024
Q2 | $480K | Sell |
8,971
-1,688
| -16% | -$90.3K | ﹤0.01% | 1446 |
|
|
2024
Q1 | $635K | Buy |
10,659
+5,295
| +99% | +$315K | 0.01% | 1209 |
|
|
2023
Q4 | $319K | Sell |
5,364
-1,842
| -26% | -$110K | ﹤0.01% | 1520 |
|
|
2023
Q3 | $303K | Buy |
7,206
+1,543
| +27% | +$64.8K | ﹤0.01% | 1425 |
|
|
2023
Q2 | $289K | Buy |
5,663
+954
| +20% | +$48.7K | ﹤0.01% | 1463 |
|
|
2023
Q1 | $275K | Sell |
4,709
-1,447
| -24% | -$84.4K | ﹤0.01% | 1407 |
|
|
2022
Q4 | $54.2K | Buy |
6,156
+745
| +14% | +$6.56K | ﹤0.01% | 1679 |
|
|
2022
Q3 | $289K | Buy |
5,411
+941
| +21% | +$50.3K | ﹤0.01% | 1223 |
|
|
2022
Q2 | $256K | Buy |
+4,470
| New | +$256K | ﹤0.01% | 1278 |
|
|
2022
Q1 | – | Sell |
-10,816
| Closed | -$1.65M | – | 1268 |
|
|
2021
Q4 | $1.65M | Buy |
10,816
+2,021
| +23% | +$308K | 0.02% | 519 |
|
|
2021
Q3 | $2.26M | Sell |
8,795
-502
| -5% | -$129K | 0.06% | 293 |
|
|
2021
Q2 | $2.6M | Buy |
9,297
+2,021
| +28% | +$565K | 0.07% | 262 |
|
|
2021
Q1 | $1.47M | Sell |
7,276
-1,847
| -20% | -$374K | 0.04% | 353 |
|
|
2020
Q4 | $2.03M | Buy |
9,123
+1,247
| +16% | +$277K | 0.07% | 254 |
|
|
2020
Q3 | $1.7M | Sell |
7,876
-1,255
| -14% | -$270K | 0.06% | 270 |
|
|
2020
Q2 | $1.57M | Buy |
9,131
+3,832
| +72% | +$660K | 0.06% | 257 |
|
|
2020
Q1 | $490K | Buy |
5,299
+1,973
| +59% | +$182K | 0.02% | 457 |
|
|
2019
Q4 | $246K | Sell |
3,326
-643
| -16% | -$47.6K | 0.01% | 717 |
|
|
2019
Q3 | $251K | Buy |
+3,969
| New | +$251K | 0.01% | 686 |
|