NewEdge Wealth’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $749K | Buy |
10,631
+322
| +3% | +$22.7K | 0.01% | 601 |
|
|
2025
Q1 | $839K | Sell |
10,309
-574
| -5% | -$46.7K | 0.02% | 511 |
|
|
2024
Q4 | $979K | Buy |
10,883
+46
| +0.4% | +$4.14K | 0.02% | 490 |
|
|
2024
Q3 | $673K | Buy |
10,837
+8
| +0.1% | +$497 | 0.01% | 553 |
|
|
2024
Q2 | $579K | Buy |
10,829
+77
| +0.7% | +$4.12K | 0.01% | 513 |
|
|
2024
Q1 | $632K | Sell |
10,752
-469
| -4% | -$27.6K | 0.01% | 513 |
|
|
2023
Q4 | $667K | Buy |
+11,221
| New | +$667K | 0.02% | 460 |
|
|
2023
Q3 | – | Sell |
-10,090
| Closed | -$516K | – | 651 |
|
|
2023
Q2 | $516K | Buy |
10,090
+2,352
| +30% | +$120K | 0.02% | 454 |
|
|
2023
Q1 | $451K | Sell |
7,738
-229
| -3% | -$13.4K | 0.02% | 428 |
|
|
2022
Q4 | $442K | Sell |
7,967
-2,122
| -21% | -$118K | 0.02% | 386 |
|
|
2022
Q3 | $539K | Sell |
10,089
-2,022
| -17% | -$108K | 0.03% | 347 |
|
|
2022
Q2 | $695K | Buy |
12,111
+4,107
| +51% | +$236K | 0.03% | 337 |
|
|
2022
Q1 | $857K | Buy |
8,004
+4,758
| +147% | +$509K | 0.04% | 238 |
|
|
2021
Q4 | $494K | Buy |
+3,246
| New | +$494K | 0.02% | 294 |
|
|
2021
Q1 | – | Sell |
-1,036
| Closed | -$230K | – | 292 |
|
|
2020
Q4 | $230K | Buy |
+1,036
| New | +$230K | 0.07% | 137 |
|