VHAM
Van Hulzen Asset Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-365
| Closed | -$32.8K | – | 496 |
|
|
2024
Q4 | $32.8K | Buy |
+365
| New | +$32.8K | ﹤0.01% | 584 |
|
|
2022
Q3 | – | Sell |
-14,872
| Closed | -$853K | – | 286 |
|
|
2022
Q2 | $853K | Sell |
14,872
-633
| -4% | -$36.3K | 0.1% | 123 |
|
|
2022
Q1 | $1.66M | Buy |
15,505
+5,703
| +58% | +$611K | 0.18% | 95 |
|
|
2021
Q4 | $1.49M | Buy |
9,802
+3,711
| +61% | +$565K | 0.16% | 95 |
|
|
2021
Q3 | $1.57M | Buy |
6,091
+109
| +2% | +$28.1K | 0.23% | 76 |
|
|
2021
Q2 | $1.67M | Buy |
+5,982
| New | +$1.67M | 0.25% | 72 |
|