Ridgewood Investments’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $134K | Sell |
1,722
-2,001
| -54% | -$156K | 0.06% | 229 |
|
|
2025
Q1 | $303K | Sell |
3,723
-1,150
| -24% | -$93.6K | 0.14% | 153 |
|
|
2024
Q4 | $438K | Sell |
4,873
-1,512
| -24% | -$136K | 0.21% | 119 |
|
|
2024
Q3 | $396K | Sell |
6,385
-1,500
| -19% | -$93.1K | 0.2% | 118 |
|
|
2024
Q2 | $422K | Sell |
7,885
-1,653
| -17% | -$88.4K | 0.21% | 121 |
|
|
2024
Q1 | $568K | Sell |
9,538
-2,257
| -19% | -$134K | 0.3% | 105 |
|
|
2023
Q4 | $701K | Sell |
11,795
-1,643
| -12% | -$97.7K | 0.41% | 83 |
|
|
2023
Q3 | $564K | Buy |
13,438
+8,316
| +162% | +$349K | 0.37% | 95 |
|
|
2023
Q2 | $262K | Buy |
5,122
+482
| +10% | +$24.6K | 0.15% | 149 |
|
|
2023
Q1 | $271K | Buy |
4,640
+470
| +11% | +$27.4K | 0.17% | 142 |
|
|
2022
Q4 | $231K | Hold |
4,170
| – | – | 0.16% | 162 |
|
|
2022
Q3 | $223K | Sell |
4,170
-4,082
| -49% | -$218K | 0.19% | 154 |
|
|
2022
Q2 | $473K | Buy |
8,252
+360
| +5% | +$20.6K | 0.37% | 92 |
|
|
2022
Q1 | $845K | Buy |
+7,892
| New | +$845K | 0.55% | 53 |
|
|
2021
Q4 | – | Sell |
-950
| Closed | -$245K | – | 194 |
|
|
2021
Q3 | $245K | Sell |
950
-475
| -33% | -$123K | 0.17% | 162 |
|
|
2021
Q2 | $398K | Buy |
+1,425
| New | +$398K | 0.26% | 130 |
|