Pathstone Holdings’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1M | Sell |
143,040
-35
| -0% | -$2.73K | 0.04% | 294 |
|
|
2025
Q1 | $11.6M | Buy |
143,075
+2,018
| +1% | +$164K | 0.05% | 292 |
|
|
2024
Q4 | $12.7M | Buy |
141,057
+3,714
| +3% | +$334K | 0.06% | 241 |
|
|
2024
Q3 | $8.53M | Buy |
137,343
+5,519
| +4% | +$343K | 0.04% | 380 |
|
|
2024
Q2 | $7.05M | Buy |
131,824
+331
| +0.3% | +$17.7K | 0.03% | 414 |
|
|
2024
Q1 | $7.83M | Buy |
131,493
+1,012
| +0.8% | +$60.3K | 0.04% | 378 |
|
|
2023
Q4 | $7.76M | Buy |
+130,481
| New | +$7.76M | 0.04% | 312 |
|