Simon Quick Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Buy |
+3,767
| New | +$293K | 0.01% | 618 |
|
|
2021
Q1 | – | Sell |
-100
| Closed | -$22K | – | 450 |
|
|
2020
Q4 | $22K | Buy |
+100
| New | +$22K | 0.01% | 325 |
|
|
2019
Q3 | – | Sell |
-8
| Closed | -$398 | – | 405 |
|
|
2019
Q2 | $398 | Buy |
+8
| New | +$398 | ﹤0.01% | 460 |
|