Valeo Financial Advisors’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-3,519
| Closed | -$254K | – | 857 |
|
|
2025
Q3 | $254K | Buy |
3,519
+947
| +37% | +$73K | 0.01% | 669 |
|
|
2025
Q2 | $200K | Sell |
2,572
-572
| -18% | -$46.3K | ﹤0.01% | 713 |
|
|
2025
Q1 | $256K | Buy |
3,144
+314
| +11% | +$27.5K | 0.01% | 569 |
|
|
2024
Q4 | $255K | Buy |
+2,830
| New | +$226K | 0.01% | 592 |
|
|
2023
Q3 | – | Sell |
-4,325
| Closed | -$221K | – | 652 |
|
|
2023
Q2 | $221K | Buy |
4,325
+285
| +7% | +$15.1K | 0.01% | 516 |
|
|
2023
Q1 | $236K | Sell |
4,040
-59
| -1% | -$3.52K | 0.01% | 508 |
|
|
2022
Q4 | $227K | Sell |
4,099
-1,360
| -25% | -$66.2K | 0.01% | 451 |
|
|
2022
Q3 | $292K | Sell |
5,459
-840
| -13% | -$52.7K | 0.02% | 354 |
|
|
2022
Q2 | $361K | Sell |
6,299
-64
| -1% | -$5.18K | 0.02% | 302 |
|
|
2022
Q1 | $682K | Buy |
6,363
+186
| +3% | +$21.3K | 0.04% | 264 |
|
|
2021
Q4 | $941K | Buy |
6,177
+2,033
| +49% | +$463K | 0.05% | 199 |
|
|
2021
Q3 | $1.07M | Buy |
4,144
+330
| +9% | +$95.1K | 0.06% | 180 |
|
|
2021
Q2 | $1.07M | Sell |
3,814
-349
| -8% | -$78K | 0.07% | 158 |
|
|
2021
Q1 | $843K | Buy |
4,163
+993
| +31% | +$230K | 0.04% | 196 |
|
|
2020
Q4 | $705K | Sell |
3,170
-489
| -13% | -$110K | 0.04% | 195 |
|
|
2020
Q3 | $788K | Buy |
3,659
+7
| +0.2% | +$1.45K | 0.07% | 146 |
|
|
2020
Q2 | $629K | Buy |
3,652
+422
| +13% | +$53.2K | 0.06% | 165 |
|
|
2020
Q1 | $292K | Sell |
3,230
-181
| -5% | -$14.6K | 0.03% | 230 |
|
|
2019
Q4 | $253K | Sell |
3,411
-50
| -1% | -$3.44K | 0.02% | 275 |
|
|
2019
Q3 | $214K | Buy |
3,461
+50
| +1% | +$2.62K | 0.02% | 289 |
|
|
2019
Q2 | $170K | Buy |
3,411
+111
| +3% | +$5.93K | 0.02% | 318 |
|
|
2019
Q1 | $171K | Buy |
3,300
+335
| +11% | +$17.1K | 0.02% | 309 |
|
|
2018
Q4 | $119K | Buy |
2,965
+175
| +6% | +$7.35K | 0.02% | 349 |
|
|
2018
Q3 | $117K | Buy |
2,790
+2,515
| +915% | +$143K | 0.02% | 369 |
|
|
2018
Q2 | $15K | Buy |
+275
| New | +$13.9K | ﹤0.01% | 839 |
|
Other funds holding DOCU
JCAM
