Shearwater Capital’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.91M | Hold |
114,428
| – | – | 5.61% | 4 |
|
|
2025
Q1 | $9.31M | Hold |
114,428
| – | – | 6.54% | 4 |
|
|
2024
Q4 | $10.3M | Hold |
114,428
| – | – | 6.98% | 4 |
|
|
2024
Q3 | $7.1M | Hold |
114,428
| – | – | 4.9% | 4 |
|
|
2024
Q2 | $6.12M | Hold |
114,428
| – | – | 4.5% | 4 |
|
|
2024
Q1 | $6.81M | Hold |
114,428
| – | – | 5.02% | 4 |
|
|
2023
Q4 | $6.8M | Sell |
114,428
-200
| -0.2% | -$11.9K | 5.4% | 4 |
|
|
2023
Q3 | $4.81M | Hold |
114,628
| – | – | 4.35% | 5 |
|
|
2023
Q2 | $5.86M | Hold |
114,628
| – | – | 5.12% | 4 |
|
|
2023
Q1 | $6.68M | Sell |
114,628
-100
| -0.1% | -$5.83K | 6.21% | 4 |
|
|
2022
Q4 | $6.36M | Hold |
114,728
| – | – | 6.42% | 4 |
|
|
2022
Q3 | $6.14M | Hold |
114,728
| – | – | 6.93% | 4 |
|
|
2022
Q2 | $6.58M | Hold |
114,728
| – | – | 7.09% | 4 |
|
|
2022
Q1 | $12.3M | Buy |
114,728
+1,015
| +0.9% | +$109K | 11.32% | 4 |
|
|
2021
Q4 | $17.3M | Buy |
+113,713
| New | +$17.3M | 14.92% | 2 |
|