Pathstone Family Office’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.19M | Sell |
75,851
-1,203
| -2% | -$50.5K | 0.02% | 370 |
|
|
2023
Q2 | $3.94M | Sell |
77,054
-1,853
| -2% | -$94.7K | 0.06% | 199 |
|
|
2023
Q1 | $4.6M | Sell |
78,907
-9,789
| -11% | -$571K | 0.07% | 159 |
|
|
2022
Q4 | $4.16M | Sell |
88,696
-12,741
| -13% | -$597K | 0.04% | 312 |
|
|
2022
Q3 | $5.46M | Buy |
101,437
+59,208
| +140% | +$3.19M | 0.05% | 219 |
|
|
2022
Q2 | $2.42M | Buy |
42,229
+38,216
| +952% | +$2.19M | 0.05% | 182 |
|
|
2022
Q1 | $470K | Buy |
4,013
+150
| +4% | +$17.6K | 0.01% | 572 |
|
|
2021
Q4 | $589K | Sell |
3,863
-1,688
| -30% | -$257K | 0.01% | 491 |
|
|
2021
Q3 | $1.43M | Buy |
5,551
+71
| +1% | +$18.3K | 0.04% | 216 |
|
|
2021
Q2 | $1.53M | Buy |
5,480
+2,989
| +120% | +$836K | 0.05% | 190 |
|
|
2021
Q1 | $504K | Buy |
2,491
+190
| +8% | +$38.4K | 0.02% | 340 |
|
|
2020
Q4 | $512K | Buy |
+2,301
| New | +$512K | 0.02% | 172 |
|
|
2020
Q3 | – | Sell |
-100
| Closed | -$17K | – | 848 |
|
|
2020
Q2 | $17K | Hold |
100
| – | – | ﹤0.01% | 443 |
|
|
2020
Q1 | $9K | Buy |
+100
| New | +$9K | ﹤0.01% | 541 |
|
|
2019
Q2 | – | Sell |
-13
| Closed | -$1K | – | 694 |
|
|
2019
Q1 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 842 |
|