Venturi Wealth 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 | – | Sell |
-3,440
| Closed | -$280K | – | 551 |
|
|
2025
Q1 | $280K | Buy |
3,440
+857
| +33% | +$69.8K | 0.01% | 456 |
|
|
2024
Q4 | $232K | Sell |
2,583
-4,139
| -62% | -$372K | 0.01% | 505 |
|
|
2024
Q3 | $417K | Buy |
6,722
+1,114
| +20% | +$69.2K | 0.02% | 326 |
|
|
2024
Q2 | $300K | Sell |
5,608
-4,406
| -44% | -$236K | 0.02% | 345 |
|
|
2024
Q1 | $596K | Buy |
10,014
+81
| +0.8% | +$4.82K | 0.04% | 241 |
|
|
2023
Q4 | $591K | Sell |
9,933
-1,243
| -11% | -$73.9K | 0.04% | 242 |
|
|
2023
Q3 | $469K | Buy |
11,176
+552
| +5% | +$23.2K | 0.04% | 243 |
|
|
2023
Q2 | $543K | Hold |
10,624
| – | – | 0.04% | 209 |
|
|
2023
Q1 | $619K | Buy |
10,624
+1,173
| +12% | +$68.4K | 0.05% | 215 |
|
|
2022
Q4 | $524K | Sell |
9,451
-4,930
| -34% | -$273K | 0.05% | 228 |
|
|
2022
Q3 | $769K | Buy |
14,381
+674
| +5% | +$36K | 0.07% | 180 |
|
|
2022
Q2 | $787K | Buy |
13,707
+30
| +0.2% | +$1.72K | 0.07% | 176 |
|
|
2022
Q1 | $1.47M | Buy |
13,677
+4,593
| +51% | +$492K | 0.11% | 104 |
|
|
2021
Q4 | $1.38M | Sell |
9,084
-1,925
| -17% | -$293K | 0.1% | 119 |
|
|
2021
Q3 | $2.83M | Buy |
+11,009
| New | +$2.83M | 0.24% | 74 |
|