&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