Nisa Investment Advisors’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 | $81.8K | Sell |
1,725
-5,831
| -77% | -$298K | ﹤0.01% | 1500 |
|
|
2025
Q4 | $517K | Buy |
7,556
+1,840
| +32% | +$127K | ﹤0.01% | 991 |
|
|
2025
Q3 | $412K | Sell |
5,716
-12,680
| -69% | -$977K | ﹤0.01% | 1070 |
|
|
2025
Q2 | $1.43M | Sell |
18,396
-614
| -3% | -$49.7K | 0.01% | 720 |
|
|
2025
Q1 | $1.55M | Sell |
19,010
-9,128
| -32% | -$800K | 0.01% | 713 |
|
|
2024
Q4 | $2.53M | Buy |
28,138
+3,935
| +16% | +$314K | 0.01% | 613 |
|
|
2024
Q3 | $1.5M | Buy |
+24,203
| New | +$1.36M | 0.01% | 750 |
|
|
2023
Q4 | – | Sell |
-3,200
| Closed | -$134K | – | 2671 |
|
|
2023
Q3 | $134K | Sell |
3,200
-830
| -21% | -$40.7K | ﹤0.01% | 1419 |
|
|
2023
Q2 | $206K | Sell |
4,030
-15,270
| -79% | -$809K | ﹤0.01% | 1328 |
|
|
2023
Q1 | $1.13M | Buy |
19,300
+1,400
| +8% | +$83.5K | 0.01% | 825 |
|
|
2022
Q4 | $992K | Buy |
17,900
+14,400
| +411% | +$701K | 0.01% | 918 |
|
|
2022
Q3 | $172K | Sell |
3,500
-10,000
| -74% | -$627K | ﹤0.01% | 1311 |
|
|
2022
Q2 | $775K | Buy |
13,500
+9,820
| +267% | +$795K | 0.01% | 904 |
|
|
2022
Q1 | $394K | Sell |
3,680
-1,220
| -25% | -$140K | ﹤0.01% | 1155 |
|
|
2021
Q4 | $616K | Sell |
4,900
-95,700
| -95% | -$21.8M | ﹤0.01% | 962 |
|
|
2021
Q3 | $25.9K | Buy |
100,600
+75,800
| +306% | +$21.8M | 0.16% | 123 |
|
|
2021
Q2 | $6.93K | Buy |
24,800
+4,800
| +24% | +$1.07M | 0.04% | 348 |
|
|
2021
Q1 | $4.05K | Buy |
20,000
+15,400
| +335% | +$3.57M | 0.03% | 507 |
|
|
2020
Q4 | $1.02M | Buy |
4,600
+500
| +12% | +$112K | 0.01% | 917 |
|
|
2020
Q3 | $882K | Sell |
4,100
-600
| -13% | -$125K | 0.01% | 847 |
|
|
2020
Q2 | $809K | Buy |
4,700
+200
| +4% | +$25.2K | 0.01% | 856 |
|
|
2020
Q1 | $416K | Buy |
+4,500
| New | +$362K | ﹤0.01% | 979 |
|
Other funds holding DOCU
VPM
VCM
