Silvercrest Asset Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.18M | Sell |
40,850
-12,739
| -24% | -$992K | 0.02% | 485 |
|
|
2025
Q1 | $4.36M | Sell |
53,589
-35,497
| -40% | -$2.89M | 0.03% | 430 |
|
|
2024
Q4 | $8.01M | Buy |
+89,086
| New | +$8.01M | 0.05% | 340 |
|
|
2021
Q4 | – | Sell |
-1,646
| Closed | -$424K | – | 843 |
|
|
2021
Q3 | $424K | Buy |
+1,646
| New | +$424K | ﹤0.01% | 704 |
|
|
2020
Q3 | – | Sell |
-1,570
| Closed | -$270K | – | 772 |
|
|
2020
Q2 | $270K | Buy |
+1,570
| New | +$270K | ﹤0.01% | 667 |
|
|
2019
Q4 | – | Sell |
-27,844
| Closed | -$1.72M | – | 758 |
|
|
2019
Q3 | $1.72M | Buy |
+27,844
| New | +$1.72M | 0.01% | 490 |
|
|
2019
Q1 | – | Sell |
-21,840
| Closed | -$875K | – | 576 |
|
|
2018
Q4 | $875K | Buy |
+21,840
| New | +$875K | 0.01% | 351 |
|