Obermeyer Wealth Partners’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $389K | Hold |
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|
2025
Q1 | $407K | Hold |
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|
2024
Q4 | $450K | Hold |
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|
2024
Q3 | $310K | Hold |
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|
2024
Q2 | $268K | Hold |
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|
2024
Q1 | $298K | Hold |
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|
2023
Q4 | $297K | Hold |
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|
2023
Q3 | $210K | Hold |
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|
2023
Q2 | $255K | Sell |
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|
2023
Q1 | $300K | Hold |
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|
2022
Q4 | $286K | Sell |
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|
2022
Q3 | $289K | Buy |
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|
2022
Q2 | $308K | Sell |
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|
2022
Q1 | $17.8M | Buy |
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|
2021
Q4 | $24.9M | Buy |
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|
2021
Q3 | $41M | Buy |
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|
2021
Q2 | $23.5M | Buy |
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|
2021
Q1 | $15.8M | Buy |
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|
2020
Q4 | $16.9M | Buy |
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|
2020
Q3 | $16.4M | Buy |
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|
2020
Q2 | $12.8M | Buy |
|