Shell Asset Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27K | Buy |
+351
| New | +$27K | ﹤0.01% | 1211 |
|
|
2024
Q1 | $103K | Sell |
1,922
-200
| -9% | -$10.7K | ﹤0.01% | 1010 |
|
|
2023
Q4 | $126K | Sell |
2,122
-6,474
| -75% | -$384K | 0.01% | 1002 |
|
|
2023
Q3 | $361K | Sell |
8,596
-223
| -3% | -$9.37K | 0.01% | 694 |
|
|
2023
Q2 | $451K | Sell |
8,819
-966
| -10% | -$49.4K | 0.02% | 616 |
|
|
2023
Q1 | $570K | Hold |
9,785
| – | – | 0.02% | 510 |
|
|
2022
Q4 | $542K | Sell |
9,785
-1,506
| -13% | -$83.4K | 0.02% | 502 |
|
|
2022
Q3 | $604K | Sell |
11,291
-2,955
| -21% | -$158K | 0.02% | 493 |
|
|
2022
Q2 | $817K | Buy |
14,246
+827
| +6% | +$47.4K | 0.02% | 484 |
|
|
2022
Q1 | $1.44M | Sell |
13,419
-878
| -6% | -$94K | 0.03% | 395 |
|
|
2021
Q4 | $2.18M | Buy |
14,297
+2,006
| +16% | +$306K | 0.04% | 340 |
|
|
2021
Q3 | $3.16M | Sell |
12,291
-12,799
| -51% | -$3.29M | 0.07% | 257 |
|
|
2021
Q2 | $7.01M | Sell |
25,090
-456
| -2% | -$127K | 0.14% | 163 |
|
|
2021
Q1 | $5.17M | Buy |
25,546
+9,970
| +64% | +$2.02M | 0.1% | 221 |
|
|
2020
Q4 | $3.46M | Buy |
15,576
+3,516
| +29% | +$782K | 0.07% | 293 |
|
|
2020
Q3 | $2.6M | Buy |
12,060
+6,057
| +101% | +$1.3M | 0.06% | 291 |
|
|
2020
Q2 | $1.03M | Buy |
6,003
+1,927
| +47% | +$332K | 0.03% | 427 |
|
|
2020
Q1 | $377K | Sell |
4,076
-337
| -8% | -$31.2K | 0.01% | 776 |
|
|
2019
Q4 | $327K | Sell |
4,413
-1,729
| -28% | -$128K | 0.01% | 1036 |
|
|
2019
Q3 | $380K | Hold |
6,142
| – | – | 0.01% | 998 |
|
|
2019
Q2 | $305K | Buy |
+6,142
| New | +$305K | 0.01% | 1057 |
|