Tradewinds Capital 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 | $21.4K | Hold |
275
| – | – | 0.01% | 276 |
|
|
2025
Q1 | $22.4K | Hold |
275
| – | – | 0.01% | 274 |
|
|
2024
Q4 | $24.7K | Buy |
275
+50
| +22% | +$4.5K | 0.01% | 272 |
|
|
2024
Q3 | $14K | Buy |
225
+75
| +50% | +$4.66K | ﹤0.01% | 313 |
|
|
2024
Q2 | $8.03K | Hold |
150
| – | – | ﹤0.01% | 351 |
|
|
2024
Q1 | $8.93K | Hold |
150
| – | – | ﹤0.01% | 325 |
|
|
2023
Q4 | $8.92K | Sell |
150
-40
| -21% | -$2.38K | ﹤0.01% | 257 |
|
|
2023
Q3 | $7.98K | Hold |
190
| – | – | ﹤0.01% | 252 |
|
|
2023
Q2 | $9.71K | Hold |
190
| – | – | ﹤0.01% | 235 |
|
|
2023
Q1 | $11.1K | Hold |
190
| – | – | ﹤0.01% | 234 |
|
|
2022
Q4 | $10.5K | Hold |
190
| – | – | ﹤0.01% | 214 |
|
|
2022
Q3 | $10K | Hold |
190
| – | – | ﹤0.01% | 210 |
|
|
2022
Q2 | $11K | Sell |
190
-159
| -46% | -$9.21K | ﹤0.01% | 200 |
|
|
2022
Q1 | $37K | Buy |
349
+67
| +24% | +$7.1K | 0.01% | 284 |
|
|
2021
Q4 | $43K | Buy |
282
+90
| +47% | +$13.7K | 0.01% | 270 |
|
|
2021
Q3 | $49K | Hold |
192
| – | – | 0.01% | 242 |
|
|
2021
Q2 | $54K | Sell |
192
-25
| -12% | -$7.03K | 0.01% | 236 |
|
|
2021
Q1 | $44K | Buy |
217
+95
| +78% | +$19.3K | 0.01% | 252 |
|
|
2020
Q4 | $27K | Hold |
122
| – | – | 0.01% | 289 |
|
|
2020
Q3 | $26K | Buy |
122
+75
| +160% | +$16K | 0.01% | 261 |
|
|
2020
Q2 | $8K | Buy |
47
+20
| +74% | +$3.4K | ﹤0.01% | 419 |
|
|
2020
Q1 | $2K | Hold |
27
| – | – | ﹤0.01% | 534 |
|
|
2019
Q4 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 594 |
|