Quattro Financial Advisors’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,000
| Closed | -$916K | – | 87 |
|
|
2024
Q4 | $916K | Hold |
10,000
| – | – | 0.24% | 54 |
|
|
2024
Q3 | $684K | Hold |
10,000
| – | – | 0.19% | 54 |
|
|
2024
Q2 | $535K | Hold |
10,000
| – | – | 0.14% | 54 |
|
|
2024
Q1 | $596K | Buy |
10,000
+9,941
| +16,849% | +$592K | 0.17% | 56 |
|
|
2023
Q4 | $595K | Sell |
59
-9,941
| -99% | -$100M | 0.21% | 59 |
|
|
2023
Q3 | $420K | Hold |
10,000
| – | – | 0.18% | 64 |
|
|
2023
Q2 | $511K | Hold |
10,000
| – | – | 0.2% | 58 |
|
|
2023
Q1 | $583K | Hold |
10,000
| – | – | 0.24% | 58 |
|
|
2022
Q4 | $554K | Hold |
10,000
| – | – | 0.22% | 57 |
|
|
2022
Q3 | $535K | Hold |
10,000
| – | – | 0.21% | 59 |
|
|
2022
Q2 | $574K | Sell |
10,000
-1,700
| -15% | -$97.6K | 0.2% | 56 |
|
|
2022
Q1 | $1.25M | Buy |
11,700
+6,200
| +113% | +$664K | 0.42% | 39 |
|
|
2021
Q4 | $838K | Sell |
5,500
-75
| -1% | -$11.4K | 0.3% | 61 |
|
|
2021
Q3 | $1.51M | Buy |
5,575
+75
| +1% | +$20.4K | 0.4% | 47 |
|
|
2021
Q2 | $1.55M | Buy |
5,500
+1,500
| +38% | +$422K | 0.41% | 47 |
|
|
2021
Q1 | $893K | Buy |
+4,000
| New | +$893K | 0.2% | 70 |
|