Patten & Patten’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $348K | Sell |
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|
2025
Q1 | $452K | Sell |
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|
2024
Q4 | $549K | Sell |
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|
2024
Q3 | $435K | Sell |
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|
2024
Q2 | $653K | Sell |
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|
2024
Q1 | $746K | Sell |
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|
2023
Q4 | $928K | Sell |
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|
2023
Q3 | $758K | Sell |
|
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|
2023
Q2 | $1.02M | Sell |
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|
2023
Q1 | $1.17M | Sell |
|
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|
2022
Q4 | $1.27M | Sell |
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|
2022
Q3 | $1.63M | Sell |
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|
2022
Q2 | $1.78M | Sell |
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|
2022
Q1 | $3.49M | Sell |
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|
2021
Q4 | $4.98M | Sell |
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|
2021
Q3 | $8.44M | Sell |
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|
2021
Q2 | $9.5M | Sell |
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|
2021
Q1 | $8.08M | Sell |
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|
2020
Q4 | $9.77M | Sell |
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|
2020
Q3 | $9.64M | Sell |
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|
2020
Q2 | $7.77M | Buy |
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|
2020
Q1 | $4.16M | Buy |
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|
2019
Q4 | $1.91M | Buy |
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|
2019
Q3 | $1.59M | Buy |
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|
2019
Q2 | $200K | Buy |
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