Northwestern Mutual Wealth Management’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $971K | Buy |
12,463
+931
| +8% | +$72.5K | ﹤0.01% | 1177 |
|
|
2025
Q1 | $939K | Sell |
11,532
-1,119
| -9% | -$91.1K | ﹤0.01% | 1122 |
|
|
2024
Q4 | $1.14M | Sell |
12,651
-18,853
| -60% | -$1.7M | ﹤0.01% | 1033 |
|
|
2024
Q3 | $1.96M | Sell |
31,504
-1,205
| -4% | -$74.8K | ﹤0.01% | 859 |
|
|
2024
Q2 | $1.75M | Buy |
32,709
+938
| +3% | +$50.2K | ﹤0.01% | 859 |
|
|
2024
Q1 | $1.89M | Buy |
31,771
+6,163
| +24% | +$367K | ﹤0.01% | 812 |
|
|
2023
Q4 | $1.52M | Sell |
25,608
-32,278
| -56% | -$1.92M | ﹤0.01% | 857 |
|
|
2023
Q3 | $2.43M | Buy |
57,886
+2,856
| +5% | +$120K | ﹤0.01% | 679 |
|
|
2023
Q2 | $2.81M | Sell |
55,030
-4,927
| -8% | -$252K | ﹤0.01% | 626 |
|
|
2023
Q1 | $3.5M | Sell |
59,957
-3,841
| -6% | -$224K | ﹤0.01% | 551 |
|
|
2022
Q4 | $3.54M | Sell |
63,798
-8,343
| -12% | -$462K | 0.01% | 535 |
|
|
2022
Q3 | $3.86M | Buy |
72,141
+996
| +1% | +$53.3K | 0.01% | 478 |
|
|
2022
Q2 | $4.08M | Buy |
71,145
+1,107
| +2% | +$63.5K | 0.01% | 470 |
|
|
2022
Q1 | $7.5M | Buy |
70,038
+15,861
| +29% | +$1.7M | 0.01% | 351 |
|
|
2021
Q4 | $8.25M | Buy |
54,177
+43,601
| +412% | +$6.64M | 0.01% | 325 |
|
|
2021
Q3 | $2.72M | Buy |
10,576
+3,229
| +44% | +$832K | 0.01% | 504 |
|
|
2021
Q2 | $2.05M | Sell |
7,347
-7
| -0.1% | -$1.96K | ﹤0.01% | 558 |
|
|
2021
Q1 | $1.49M | Buy |
7,354
+2,551
| +53% | +$517K | ﹤0.01% | 590 |
|
|
2020
Q4 | $1.07M | Sell |
4,803
-1,155
| -19% | -$257K | ﹤0.01% | 628 |
|
|
2020
Q3 | $1.28M | Sell |
5,958
-3,544
| -37% | -$763K | ﹤0.01% | 530 |
|
|
2020
Q2 | $1.64M | Buy |
9,502
+3,788
| +66% | +$652K | 0.01% | 439 |
|
|
2020
Q1 | $528K | Buy |
5,714
+2,897
| +103% | +$268K | ﹤0.01% | 626 |
|
|
2019
Q4 | $209K | Buy |
2,817
+60
| +2% | +$4.45K | ﹤0.01% | 927 |
|
|
2019
Q3 | $171K | Hold |
2,757
| – | – | ﹤0.01% | 949 |
|
|
2019
Q2 | $137K | Buy |
2,757
+2,416
| +709% | +$120K | ﹤0.01% | 1004 |
|
|
2019
Q1 | $18K | Buy |
341
+291
| +582% | +$15.4K | ﹤0.01% | 1753 |
|
|
2018
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 2182 |
|
|
2018
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 2194 |
|
|
2018
Q2 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 2087 |
|