Private Trust Company’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.6K | Buy |
688
+11
| +2% | +$857 | 0.01% | 1196 |
|
|
2025
Q1 | $55.1K | Buy |
677
+162
| +31% | +$13.2K | 0.01% | 1157 |
|
|
2024
Q4 | $46.3K | Hold |
515
| – | – | ﹤0.01% | 1196 |
|
|
2024
Q3 | $32K | Hold |
515
| – | – | ﹤0.01% | 1298 |
|
|
2024
Q2 | $27.6K | Buy |
515
+300
| +140% | +$16.1K | ﹤0.01% | 1331 |
|
|
2024
Q1 | $12.8K | Sell |
215
-677
| -76% | -$40.3K | ﹤0.01% | 1578 |
|
|
2023
Q4 | $53K | Buy |
892
+105
| +13% | +$6.24K | 0.01% | 1038 |
|
|
2023
Q3 | $33.1K | Hold |
787
| – | – | ﹤0.01% | 1160 |
|
|
2023
Q2 | $40.2K | Buy |
787
+203
| +35% | +$10.4K | 0.01% | 1116 |
|
|
2023
Q1 | $34K | Buy |
584
+484
| +484% | +$28.2K | ﹤0.01% | 1126 |
|
|
2022
Q4 | $6K | Sell |
100
-725
| -88% | -$43.5K | ﹤0.01% | 1732 |
|
|
2022
Q3 | $44K | Sell |
825
-17
| -2% | -$907 | 0.01% | 919 |
|
|
2022
Q2 | $48K | Buy |
+842
| New | +$48K | 0.01% | 935 |
|