SAM
Stansberry Asset Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,840
| Closed | -$455K | – | 118 |
|
|
2023
Q3 | $455K | Buy |
+10,840
| New | +$455K | 0.08% | 101 |
|
|
2023
Q2 | – | Sell |
-5,020
| Closed | -$293K | – | 96 |
|
|
2023
Q1 | $293K | Buy |
5,020
+200
| +4% | +$11.7K | 0.06% | 94 |
|
|
2022
Q4 | $267K | Buy |
4,820
+671
| +16% | +$37.2K | 0.06% | 98 |
|
|
2022
Q3 | $222K | Buy |
4,149
+263
| +7% | +$14.1K | 0.05% | 96 |
|
|
2022
Q2 | $223K | Sell |
3,886
-23,458
| -86% | -$1.35M | 0.05% | 103 |
|
|
2022
Q1 | $2.93M | Buy |
27,344
+5,354
| +24% | +$574K | 0.48% | 49 |
|
|
2021
Q4 | $3.35M | Sell |
21,990
-1,675
| -7% | -$255K | 0.54% | 43 |
|
|
2021
Q3 | $6.09M | Sell |
23,665
-164
| -0.7% | -$42.2K | 1.22% | 28 |
|
|
2021
Q2 | $6.66M | Buy |
23,829
+1,155
| +5% | +$323K | 1.61% | 19 |
|
|
2021
Q1 | $4.59M | Sell |
22,674
-8,489
| -27% | -$1.72M | 1.21% | 27 |
|
|
2020
Q4 | $6.93M | Buy |
31,163
+1,326
| +4% | +$295K | 1.95% | 16 |
|
|
2020
Q3 | $6.42M | Buy |
29,837
+13
| +0% | +$2.8K | 2.2% | 15 |
|
|
2020
Q2 | $5.14M | Sell |
29,824
-125
| -0.4% | -$21.5K | 2.21% | 14 |
|
|
2020
Q1 | $2.77M | Buy |
+29,949
| New | +$2.77M | 1.45% | 18 |
|