PP
Patten & Patten’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $348K | Sell |
4,469
-1,080
| -19% | -$84.1K | 0.02% | 253 |
|
|
2025
Q1 | $452K | Sell |
5,549
-560
| -9% | -$45.6K | 0.03% | 234 |
|
|
2024
Q4 | $549K | Sell |
6,109
-900
| -13% | -$80.9K | 0.04% | 210 |
|
|
2024
Q3 | $435K | Sell |
7,009
-5,201
| -43% | -$323K | 0.03% | 229 |
|
|
2024
Q2 | $653K | Sell |
12,210
-325
| -3% | -$17.4K | 0.05% | 191 |
|
|
2024
Q1 | $746K | Sell |
12,535
-3,071
| -20% | -$183K | 0.05% | 182 |
|
|
2023
Q4 | $928K | Sell |
15,606
-2,440
| -14% | -$145K | 0.08% | 154 |
|
|
2023
Q3 | $758K | Sell |
18,046
-1,900
| -10% | -$79.8K | 0.07% | 165 |
|
|
2023
Q2 | $1.02M | Sell |
19,946
-200
| -1% | -$10.2K | 0.08% | 144 |
|
|
2023
Q1 | $1.17M | Sell |
20,146
-2,785
| -12% | -$162K | 0.1% | 130 |
|
|
2022
Q4 | $1.27M | Sell |
22,931
-7,453
| -25% | -$413K | 0.12% | 124 |
|
|
2022
Q3 | $1.63M | Sell |
30,384
-675
| -2% | -$36.1K | 0.15% | 102 |
|
|
2022
Q2 | $1.78M | Sell |
31,059
-1,554
| -5% | -$89.2K | 0.16% | 97 |
|
|
2022
Q1 | $3.49M | Sell |
32,613
-70
| -0.2% | -$7.5K | 0.26% | 81 |
|
|
2021
Q4 | $4.98M | Sell |
32,683
-84
| -0.3% | -$12.8K | 0.34% | 74 |
|
|
2021
Q3 | $8.44M | Sell |
32,767
-1,210
| -4% | -$311K | 0.64% | 47 |
|
|
2021
Q2 | $9.5M | Sell |
33,977
-5,935
| -15% | -$1.66M | 0.72% | 45 |
|
|
2021
Q1 | $8.08M | Sell |
39,912
-4,050
| -9% | -$820K | 0.66% | 46 |
|
|
2020
Q4 | $9.77M | Sell |
43,962
-838
| -2% | -$186K | 0.85% | 36 |
|
|
2020
Q3 | $9.64M | Sell |
44,800
-325
| -0.7% | -$70K | 0.96% | 30 |
|
|
2020
Q2 | $7.77M | Buy |
45,125
+58
| +0.1% | +$9.99K | 0.85% | 34 |
|
|
2020
Q1 | $4.16M | Buy |
45,067
+19,237
| +74% | +$1.78M | 0.55% | 46 |
|
|
2019
Q4 | $1.91M | Buy |
25,830
+187
| +0.7% | +$13.9K | 0.19% | 97 |
|
|
2019
Q3 | $1.59M | Buy |
25,643
+21,613
| +536% | +$1.34M | 0.17% | 99 |
|
|
2019
Q2 | $200K | Buy |
+4,030
| New | +$200K | 0.02% | 232 |
|