Pinnacle Associates’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Buy |
3,913
+665
| +20% | +$51.8K | ﹤0.01% | 732 |
|
|
2025
Q1 | $264K | Sell |
3,248
-10
| -0.3% | -$814 | ﹤0.01% | 744 |
|
|
2024
Q4 | $293K | Sell |
3,258
-4,309
| -57% | -$388K | ﹤0.01% | 724 |
|
|
2024
Q3 | $450K | Buy |
7,567
+2,558
| +51% | +$152K | 0.01% | 588 |
|
|
2024
Q2 | $268K | Sell |
5,009
-1,630
| -25% | -$87.2K | ﹤0.01% | 714 |
|
|
2024
Q1 | $395K | Sell |
6,639
-928
| -12% | -$55.3K | 0.01% | 637 |
|
|
2023
Q4 | $450K | Sell |
7,567
-519
| -6% | -$30.9K | 0.01% | 596 |
|
|
2023
Q3 | $340K | Sell |
8,086
-181
| -2% | -$7.6K | 0.01% | 640 |
|
|
2023
Q2 | $422K | Buy |
8,267
+1,765
| +27% | +$90.2K | 0.01% | 600 |
|
|
2023
Q1 | $379K | Buy |
6,502
+1,578
| +32% | +$92K | 0.01% | 576 |
|
|
2022
Q4 | $273K | Sell |
4,924
-12,010
| -71% | -$666K | 0.01% | 634 |
|
|
2022
Q3 | $905K | Sell |
16,934
-3,220
| -16% | -$172K | 0.02% | 412 |
|
|
2022
Q2 | $1.16M | Sell |
20,154
-22,225
| -52% | -$1.27M | 0.03% | 374 |
|
|
2022
Q1 | $4.54M | Buy |
42,379
+39,923
| +1,626% | +$4.28M | 0.08% | 234 |
|
|
2021
Q4 | $374K | Buy |
+2,456
| New | +$374K | 0.01% | 620 |
|