Sanders Morris Harris’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
17,000
+14,150
| +496% | +$1.1M | 0.32% | 30 |
|
|
2025
Q1 | $236K | Hold |
2,850
| – | – | 0.04% | 235 |
|
|
2024
Q4 | $256K | Buy |
+2,850
| New | +$256K | 0.04% | 241 |
|
|
2023
Q4 | – | Sell |
-92,440
| Closed | -$3.85M | – | 186 |
|
|
2023
Q3 | $3.85M | Buy |
+92,440
| New | +$3.85M | 0.79% | 21 |
|
|
2022
Q2 | – | Sell |
-2,864
| Closed | -$306K | – | 295 |
|
|
2022
Q1 | $306K | Sell |
2,864
-22,732
| -89% | -$2.43M | 0.06% | 222 |
|
|
2021
Q4 | $3.98M | Buy |
25,596
+22,732
| +794% | +$3.54M | 0.69% | 26 |
|
|
2021
Q3 | $770K | Hold |
2,864
| – | – | 0.14% | 113 |
|
|
2021
Q2 | $825K | Sell |
2,864
-28,950
| -91% | -$8.34M | 0.16% | 113 |
|
|
2021
Q1 | $6.54M | Buy |
31,814
+14,757
| +87% | +$3.04M | 1.38% | 14 |
|
|
2020
Q4 | $4.36M | Sell |
17,057
-324
| -2% | -$82.8K | 0.99% | 20 |
|
|
2020
Q3 | $4.14M | Buy |
+17,381
| New | +$4.14M | 1.12% | 15 |
|
|
2020
Q1 | – | Sell |
-30,090
| Closed | -$2.28M | – | 195 |
|
|
2019
Q4 | $2.28M | Buy |
+30,090
| New | +$2.28M | 0.52% | 50 |
|