Parallel Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Sell |
2,705
-2,059
| -43% | -$160K | ﹤0.01% | 989 |
|
|
2025
Q1 | $388K | Buy |
4,764
+1,991
| +72% | +$162K | 0.01% | 676 |
|
|
2024
Q4 | $249K | Buy |
2,773
+192
| +7% | +$17.3K | 0.01% | 830 |
|
|
2024
Q3 | $160K | Buy |
2,581
+88
| +4% | +$5.46K | ﹤0.01% | 1020 |
|
|
2024
Q2 | $133K | Sell |
2,493
-3,604
| -59% | -$193K | ﹤0.01% | 1040 |
|
|
2024
Q1 | $363K | Sell |
6,097
-74
| -1% | -$4.41K | 0.01% | 637 |
|
|
2023
Q4 | $367K | Sell |
6,171
-2,098
| -25% | -$125K | 0.01% | 587 |
|
|
2023
Q3 | $347K | Sell |
8,269
-428
| -5% | -$18K | 0.01% | 575 |
|
|
2023
Q2 | $444K | Sell |
8,697
-228
| -3% | -$11.6K | 0.01% | 499 |
|
|
2023
Q1 | $520K | Sell |
8,925
-1,456
| -14% | -$84.9K | 0.02% | 452 |
|
|
2022
Q4 | $575K | Sell |
10,381
-1,685
| -14% | -$93.4K | 0.02% | 370 |
|
|
2022
Q3 | $645K | Sell |
12,066
-284
| -2% | -$15.2K | 0.03% | 327 |
|
|
2022
Q2 | $709K | Sell |
12,350
-4,014
| -25% | -$230K | 0.03% | 308 |
|
|
2022
Q1 | $1.77M | Sell |
16,364
-2,433
| -13% | -$263K | 0.07% | 183 |
|
|
2021
Q4 | $2.86M | Buy |
18,797
+1,049
| +6% | +$160K | 0.11% | 138 |
|
|
2021
Q3 | $4.57M | Sell |
17,748
-357
| -2% | -$91.9K | 0.18% | 92 |
|
|
2021
Q2 | $5.06M | Sell |
18,105
-219
| -1% | -$61.2K | 0.21% | 75 |
|
|
2021
Q1 | $3.71M | Buy |
18,324
+709
| +4% | +$144K | 0.18% | 93 |
|
|
2020
Q4 | $3.92M | Buy |
17,615
+1,342
| +8% | +$298K | 0.21% | 81 |
|
|
2020
Q3 | $3.5M | Buy |
16,273
+6,299
| +63% | +$1.36M | 0.22% | 72 |
|
|
2020
Q2 | $1.72M | Buy |
9,974
+3,546
| +55% | +$610K | 0.11% | 139 |
|
|
2020
Q1 | $593K | Sell |
6,428
-106
| -2% | -$9.78K | 0.05% | 213 |
|
|
2019
Q4 | $484K | Buy |
6,534
+316
| +5% | +$23.4K | 0.04% | 291 |
|
|
2019
Q3 | $385K | Buy |
6,218
+1,426
| +30% | +$88.3K | 0.03% | 314 |
|
|
2019
Q2 | $238K | Buy |
4,792
+1,200
| +33% | +$59.6K | 0.02% | 387 |
|
|
2019
Q1 | $186K | Buy |
3,592
+2,687
| +297% | +$139K | 0.02% | 421 |
|
|
2018
Q4 | $36K | Buy |
905
+642
| +244% | +$25.5K | 0.01% | 873 |
|
|
2018
Q3 | $14K | Buy |
+263
| New | +$14K | ﹤0.01% | 1290 |
|