Shelton Capital Management’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $652K | Sell |
8,366
-67
| -0.8% | -$5.22K | 0.02% | 303 |
|
|
2025
Q1 | $686K | Buy |
8,433
+845
| +11% | +$68.8K | 0.02% | 292 |
|
|
2024
Q4 | $682K | Buy |
+7,588
| New | +$682K | 0.02% | 298 |
|
|
2022
Q4 | – | Sell |
-17,109
| Closed | -$915K | – | 687 |
|
|
2022
Q3 | $915K | Hold |
17,109
| – | – | 0.04% | 245 |
|
|
2022
Q2 | $982K | Hold |
17,109
| – | – | 0.04% | 257 |
|
|
2022
Q1 | $1.83M | Buy |
17,109
+1,026
| +6% | +$110K | 0.07% | 232 |
|
|
2021
Q4 | $2.45M | Hold |
16,083
| – | – | 0.09% | 218 |
|
|
2021
Q3 | $4.14M | Buy |
16,083
+1,057
| +7% | +$272K | 0.16% | 145 |
|
|
2021
Q2 | $4.2M | Hold |
15,026
| – | – | 0.16% | 140 |
|
|
2021
Q1 | $3.04M | Buy |
15,026
+1,583
| +12% | +$320K | 0.11% | 184 |
|
|
2020
Q4 | $2.99M | Hold |
13,443
| – | – | 0.13% | 153 |
|
|
2020
Q3 | $2.89M | Buy |
+13,443
| New | +$2.89M | 0.12% | 186 |
|