&Partners’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.04M | Buy |
26,221
+7,423
| +39% | +$577K | 0.02% | 663 |
|
2025
Q1 | $1.56M | Buy |
18,798
+4,011
| +27% | +$334K | 0.02% | 636 |
|
2024
Q4 | $1.33M | Buy |
14,787
+4,274
| +41% | +$386K | 0.02% | 646 |
|
2024
Q3 | $646K | Buy |
10,513
+2,901
| +38% | +$178K | 0.01% | 750 |
|
2024
Q2 | $403K | Buy |
+7,612
| New | +$403K | 0.02% | 614 |
|
2022
Q3 | – | Sell |
-5,025
| Closed | -$288K | – | 187 |
|
2022
Q2 | $288K | Buy |
5,025
+135
| +3% | +$7.74K | 0.17% | 125 |
|
2022
Q1 | $524K | Sell |
4,890
-119
| -2% | -$12.8K | 0.29% | 86 |
|
2021
Q4 | $763K | Hold |
5,009
| – | – | 0.46% | 52 |
|
2021
Q3 | $1.29M | Sell |
5,009
-35
| -0.7% | -$9.01K | 0.82% | 29 |
|
2021
Q2 | $1.41M | Buy |
5,044
+9
| +0.2% | +$2.52K | 0.91% | 25 |
|
2021
Q1 | $1.02M | Hold |
5,035
| – | – | 0.74% | 36 |
|
2020
Q4 | $1.12M | Sell |
5,035
-81
| -2% | -$18K | 0.94% | 28 |
|
2020
Q3 | $1.1M | Sell |
5,116
-6,999
| -58% | -$1.51M | 1.12% | 21 |
|
2020
Q2 | $2.09M | Buy |
12,115
+50
| +0.4% | +$8.61K | 2.52% | 7 |
|
2020
Q1 | $1.12M | Buy |
12,065
+870
| +8% | +$80.4K | 1.74% | 13 |
|
2019
Q4 | $830K | Buy |
11,195
+455
| +4% | +$33.7K | 0.99% | 28 |
|
2019
Q3 | $665K | Sell |
10,740
-1,585
| -13% | -$98.1K | 0.86% | 33 |
|
2019
Q2 | $613K | Buy |
+12,325
| New | +$613K | 0.85% | 37 |
|