UMB Bank’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $140K | Sell |
1,800
-195
| -10% | -$15.2K | ﹤0.01% | 707 |
|
2025
Q1 | $162K | Buy |
1,995
+1,065
| +115% | +$86.7K | ﹤0.01% | 609 |
|
2024
Q4 | $83.6K | Buy |
930
+877
| +1,655% | +$78.9K | ﹤0.01% | 746 |
|
2024
Q3 | $3.29K | Hold |
53
| – | – | ﹤0.01% | 1848 |
|
2024
Q2 | $2.84K | Hold |
53
| – | – | ﹤0.01% | 1646 |
|
2024
Q1 | $3.16K | Sell |
53
-3
| -5% | -$179 | ﹤0.01% | 1437 |
|
2023
Q4 | $3.33K | Sell |
56
-552
| -91% | -$32.8K | ﹤0.01% | 1451 |
|
2023
Q3 | $25.5K | Sell |
608
-386
| -39% | -$16.2K | ﹤0.01% | 1012 |
|
2023
Q2 | $50.8K | Sell |
994
-225
| -18% | -$11.5K | ﹤0.01% | 846 |
|
2023
Q1 | $71.1K | Hold |
1,219
| – | – | ﹤0.01% | 760 |
|
2022
Q4 | $68K | Sell |
1,219
-2,220
| -65% | -$124K | ﹤0.01% | 776 |
|
2022
Q3 | $184K | Buy |
3,439
+5
| +0.1% | +$268 | ﹤0.01% | 619 |
|
2022
Q2 | $197K | Sell |
3,434
-383
| -10% | -$22K | ﹤0.01% | 631 |
|
2022
Q1 | $409K | Sell |
3,817
-30,531
| -89% | -$3.27M | 0.01% | 506 |
|
2021
Q4 | $5.23M | Buy |
34,348
+3,990
| +13% | +$608K | 0.07% | 204 |
|
2021
Q3 | $7.82M | Sell |
30,358
-11,873
| -28% | -$3.06M | 0.18% | 122 |
|
2021
Q2 | $11.8M | Sell |
42,231
-1,002
| -2% | -$280K | 0.27% | 91 |
|
2021
Q1 | $8.75M | Sell |
43,233
-9,842
| -19% | -$1.99M | 0.21% | 106 |
|
2020
Q4 | $11.8M | Sell |
53,075
-3,410
| -6% | -$758K | 0.32% | 76 |
|
2020
Q3 | $9.73M | Hold |
56,485
| – | – | 0.3% | 82 |
|
2020
Q2 | $9.73M | Buy |
56,485
+682
| +1% | +$117K | 0.3% | 82 |
|
2020
Q1 | $5.16M | Buy |
+55,803
| New | +$5.16M | 0.18% | 112 |
|