Optimum 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $31.4K | Sell |
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|
2025
Q2 | $63.5K | Buy |
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|
2025
Q1 | $58.2K | Buy |
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|
2024
Q4 | $54K | Buy |
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|
2024
Q3 | $12.4K | Hold |
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|
2024
Q2 | $10.7K | Hold |
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|
2024
Q1 | $11.9K | Hold |
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|
2023
Q4 | $11.9K | Hold |
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|
2023
Q3 | $8.4K | Hold |
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|
2023
Q2 | $10.2K | Hold |
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|
2023
Q1 | $11.7K | Hold |
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|
2022
Q4 | $11.1K | Sell |
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|
2022
Q3 | $24K | Hold |
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|
2022
Q2 | $26K | Sell |
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|
2022
Q1 | $59K | Sell |
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|
2021
Q4 | $102K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $14K | Sell |
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|
2021
Q1 | $51K | Sell |
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|
2020
Q4 | $178K | Hold |
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|
2020
Q3 | $172K | Sell |
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|
2020
Q2 | $276K | Buy |
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|
2020
Q1 | $55K | Buy |
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