PIM
Plato Investment Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $666K | Buy |
8,587
+6
| +0.1% | +$466 | 0.05% | 312 |
|
|
2025
Q1 | $706K | Buy |
8,581
+311
| +4% | +$25.6K | 0.06% | 288 |
|
|
2024
Q4 | $747K | Sell |
8,270
-15,518
| -65% | -$1.4M | 0.05% | 297 |
|
|
2024
Q3 | $1.48M | Hold |
23,788
| – | – | 0.12% | 191 |
|
|
2024
Q2 | $1.27M | Buy |
23,788
+1,930
| +9% | +$103K | 0.12% | 178 |
|
|
2024
Q1 | $1.3M | Buy |
21,858
+20,057
| +1,114% | +$1.19M | 0.13% | 174 |
|
|
2023
Q4 | $107K | Buy |
+1,801
| New | +$107K | 0.13% | 152 |
|