SN
Sittner & Nelson’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $545 | Hold |
7
| – | – | ﹤0.01% | 491 |
|
|
2025
Q1 | $570 | Hold |
7
| – | – | ﹤0.01% | 479 |
|
|
2024
Q4 | $630 | Buy |
+7
| New | +$630 | ﹤0.01% | 461 |
|
|
2024
Q3 | – | Sell |
-300
| Closed | -$16.1K | – | 440 |
|
|
2024
Q2 | $16.1K | Hold |
300
| – | – | 0.01% | 307 |
|
|
2024
Q1 | $17.9K | Hold |
300
| – | – | 0.01% | 292 |
|
|
2023
Q4 | $17.8K | Sell |
300
-650
| -68% | -$38.6K | 0.01% | 294 |
|
|
2023
Q3 | $39.9K | Hold |
950
| – | – | 0.02% | 225 |
|
|
2023
Q2 | $48.5K | Hold |
950
| – | – | 0.03% | 214 |
|
|
2023
Q1 | $55.4K | Hold |
950
| – | – | 0.03% | 213 |
|
|
2022
Q4 | $52.6K | Hold |
950
| – | – | 0.03% | 214 |
|
|
2022
Q3 | $51K | Buy |
950
+650
| +217% | +$34.9K | 0.03% | 203 |
|
|
2022
Q2 | $17K | Hold |
300
| – | – | 0.01% | 302 |
|
|
2022
Q1 | $32K | Hold |
300
| – | – | 0.02% | 235 |
|
|
2021
Q4 | $46K | Hold |
300
| – | – | 0.03% | 213 |
|
|
2021
Q3 | $77K | Hold |
300
| – | – | 0.05% | 154 |
|
|
2021
Q2 | $84K | Hold |
300
| – | – | 0.06% | 139 |
|
|
2021
Q1 | $61K | Hold |
300
| – | – | 0.05% | 160 |
|
|
2020
Q4 | $67K | Buy |
+300
| New | +$67K | 0.06% | 141 |
|