Pathstone Family Office’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.19M | Sell |
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|
2023
Q2 | $3.94M | Sell |
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|
2023
Q1 | $4.6M | Sell |
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|
2022
Q4 | $4.16M | Sell |
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|
2022
Q3 | $5.46M | Buy |
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|
2022
Q2 | $2.42M | Buy |
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|
2022
Q1 | $470K | Buy |
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|
2021
Q4 | $589K | Sell |
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|
2021
Q3 | $1.43M | Buy |
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|
2021
Q2 | $1.53M | Buy |
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|
2021
Q1 | $504K | Buy |
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|
2020
Q4 | $512K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $17K | Hold |
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|
2020
Q1 | $9K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $1K | Buy |
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