Tortoise Investment 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 | $701 | Buy |
+9
| New | +$701 | ﹤0.01% | 1032 |
|
|
2023
Q4 | – | Sell |
-1,312
| Closed | -$55.1K | – | 796 |
|
|
2023
Q3 | $55.1K | Hold |
1,312
| – | – | 0.01% | 333 |
|
|
2023
Q2 | $67K | Hold |
1,312
| – | – | 0.01% | 320 |
|
|
2023
Q1 | $76.5K | Buy |
1,312
+312
| +31% | +$18.2K | 0.01% | 295 |
|
|
2022
Q4 | $55.4K | Buy |
1,000
+500
| +100% | +$27.7K | 0.01% | 318 |
|
|
2022
Q3 | $27K | Hold |
500
| – | – | 0.01% | 389 |
|
|
2022
Q2 | $29K | Hold |
500
| – | – | 0.01% | 364 |
|
|
2022
Q1 | $54K | Buy |
500
+230
| +85% | +$24.8K | 0.01% | 293 |
|
|
2021
Q4 | $41K | Buy |
270
+90
| +50% | +$13.7K | 0.01% | 313 |
|
|
2021
Q3 | $46K | Hold |
180
| – | – | 0.01% | 284 |
|
|
2021
Q2 | $50K | Hold |
180
| – | – | 0.01% | 274 |
|
|
2021
Q1 | $36K | Hold |
180
| – | – | 0.01% | 285 |
|
|
2020
Q4 | $40K | Hold |
180
| – | – | 0.01% | 262 |
|
|
2020
Q3 | $39K | Buy |
+180
| New | +$39K | 0.01% | 247 |
|