Pinnacle Associates’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
$305K Buy
2025
Q1
$264K Sell
2024
Q4
$293K Sell
2024
Q3
$450K Buy
2024
Q2
$268K Sell
2024
Q1
$395K Sell
2023
Q4
$450K Sell
2023
Q3
$340K Sell
2023
Q2
$422K Buy
2023
Q1
$379K Buy
2022
Q4
$273K Sell
2022
Q3
$905K Sell
2022
Q2
$1.16M Sell
2022
Q1
$4.54M Buy
2021
Q4
$374K Buy