Oppenheimer Asset Management’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 | $327K | Sell |
6,889
-1,207
| -15% | -$61.8K | ﹤0.01% | 964 |
|
|
2025
Q4 | $554K | Sell |
8,096
-379
| -4% | -$26.2K | 0.01% | 800 |
|
|
2025
Q3 | $611K | Sell |
8,475
-107
| -1% | -$8.25K | 0.01% | 863 |
|
|
2025
Q2 | $668K | Sell |
8,582
-468
| -5% | -$37.9K | 0.01% | 826 |
|
|
2025
Q1 | $737K | Buy |
9,050
+74
| +0.8% | +$6.48K | 0.01% | 785 |
|
|
2024
Q4 | $807K | Buy |
8,976
+3,534
| +65% | +$282K | 0.01% | 776 |
|
|
2024
Q3 | $338K | Buy |
5,442
+481
| +10% | +$27K | ﹤0.01% | 966 |
|
|
2024
Q2 | $265K | Buy |
4,961
+741
| +18% | +$41.8K | ﹤0.01% | 1007 |
|
|
2024
Q1 | $251K | Buy |
+4,220
| New | +$238K | ﹤0.01% | 998 |
|
|
2023
Q4 | – | Sell |
-4,991
| Closed | -$210K | – | 1151 |
|
|
2023
Q3 | $210K | Sell |
4,991
-94,338
| -95% | -$4.62M | ﹤0.01% | 1046 |
|
|
2023
Q2 | $5.07M | Sell |
99,329
-2,824
| -3% | -$150K | 0.07% | 285 |
|
|
2023
Q1 | $5.96M | Buy |
102,153
+6,607
| +7% | +$394K | 0.09% | 244 |
|
|
2022
Q4 | $5.3M | Sell |
95,546
-3,433
| -3% | -$167K | 0.09% | 248 |
|
|
2022
Q3 | $5.29M | Sell |
98,979
-6,546
| -6% | -$410K | 0.09% | 242 |
|
|
2022
Q2 | $6.05M | Sell |
105,525
-695
| -0.7% | -$56.3K | 0.1% | 226 |
|
|
2022
Q1 | $11.4M | Buy |
106,220
+79,711
| +301% | +$9.15M | 0.16% | 153 |
|
|
2021
Q4 | $4.04M | Buy |
26,509
+20,770
| +362% | +$4.74M | 0.05% | 349 |
|
|
2021
Q3 | $1.48M | Buy |
5,739
+1,717
| +43% | +$495K | 0.02% | 629 |
|
|
2021
Q2 | $1.13M | Buy |
4,022
+2,691
| +202% | +$602K | 0.02% | 709 |
|
|
2021
Q1 | $269K | Buy |
+1,331
| New | +$309K | ﹤0.01% | 1049 |
|
|
2020
Q3 | – | Sell |
-4,556
| Closed | -$784K | – | 1099 |
|
|
2020
Q2 | $784K | Sell |
4,556
-1,339
| -23% | -$169K | 0.02% | 665 |
|
|
2020
Q1 | $545K | Buy |
5,895
+1,077
| +22% | +$86.6K | 0.01% | 709 |
|
|
2019
Q4 | $357K | Buy |
4,818
+301
| +7% | +$20.7K | 0.01% | 918 |
|
|
2019
Q3 | $280K | Buy |
4,517
+505
| +13% | +$26.4K | 0.01% | 966 |
|
|
2019
Q2 | $199K | Sell |
4,012
-372
| -8% | -$19.9K | ﹤0.01% | 1049 |
|
|
2019
Q1 | $227K | Buy |
4,384
+498
| +13% | +$25.4K | 0.01% | 1004 |
|
|
2018
Q4 | $156K | Buy |
+3,886
| New | +$163K | ﹤0.01% | 1076 |
|
Other funds holding DOCU
VPM
VCM
