Private Advisor Group’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.01M | Sell |
25,843
-3,082
| -11% | -$240K | 0.01% | 965 |
|
|
2025
Q1 | $2.35M | Sell |
28,925
-886
| -3% | -$72.1K | 0.01% | 819 |
|
|
2024
Q4 | $2.68M | Buy |
29,811
+995
| +3% | +$89.5K | 0.02% | 756 |
|
|
2024
Q3 | $1.79M | Sell |
28,816
-1,183
| -4% | -$73.5K | 0.01% | 943 |
|
|
2024
Q2 | $1.6M | Buy |
29,999
+2,802
| +10% | +$150K | 0.01% | 952 |
|
|
2024
Q1 | $1.62M | Buy |
27,197
+1,075
| +4% | +$64K | 0.01% | 911 |
|
|
2023
Q4 | $1.55M | Buy |
26,122
+10,225
| +64% | +$608K | 0.01% | 887 |
|
|
2023
Q3 | $668K | Buy |
15,897
+4,206
| +36% | +$177K | 0.01% | 1238 |
|
|
2023
Q2 | $597K | Buy |
11,691
+1,339
| +13% | +$68.4K | 0.01% | 1291 |
|
|
2023
Q1 | $604K | Buy |
+10,352
| New | +$604K | 0.01% | 1245 |
|
|
2022
Q4 | – | Sell |
-8,275
| Closed | -$442K | – | 1735 |
|
|
2022
Q3 | $442K | Sell |
8,275
-494
| -6% | -$26.4K | 0.01% | 1302 |
|
|
2022
Q2 | $503K | Sell |
8,769
-7,122
| -45% | -$409K | ﹤0.01% | 1404 |
|
|
2022
Q1 | $1.7M | Buy |
15,891
+1,801
| +13% | +$193K | 0.01% | 856 |
|
|
2021
Q4 | $2.15M | Sell |
14,090
-1,077
| -7% | -$164K | 0.02% | 775 |
|
|
2021
Q3 | $3.91M | Buy |
15,167
+5,043
| +50% | +$1.3M | 0.02% | 611 |
|
|
2021
Q2 | $2.83M | Buy |
10,124
+830
| +9% | +$232K | 0.02% | 624 |
|
|
2021
Q1 | $1.88M | Sell |
9,294
-864
| -9% | -$175K | 0.02% | 739 |
|
|
2020
Q4 | $2.26M | Buy |
10,158
+1,244
| +14% | +$277K | 0.02% | 623 |
|
|
2020
Q3 | $1.92M | Buy |
8,914
+651
| +8% | +$140K | 0.03% | 572 |
|
|
2020
Q2 | $1.42M | Sell |
8,263
-1,086
| -12% | -$187K | 0.02% | 637 |
|
|
2020
Q1 | $864K | Buy |
9,349
+3,241
| +53% | +$300K | 0.02% | 698 |
|
|
2019
Q4 | $453K | Buy |
+6,108
| New | +$453K | 0.01% | 1097 |
|