VIA
Virtus Investment Advisers’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Buy |
16,735
+2,193
| +15% | +$171K | 0.44% | 126 |
|
|
2025
Q1 | $1.18M | Sell |
14,542
-1,383
| -9% | -$113K | 0.32% | 119 |
|
|
2024
Q4 | $1.43M | Sell |
15,925
-5,245
| -25% | -$472K | 1.12% | 13 |
|
|
2024
Q3 | $1.31M | Buy |
21,170
+3,500
| +20% | +$217K | 1.03% | 16 |
|
|
2024
Q2 | $945K | Hold |
17,670
| – | – | 0.8% | 26 |
|
|
2024
Q1 | $1.05M | Buy |
17,670
+5,523
| +45% | +$329K | 0.75% | 29 |
|
|
2023
Q4 | $722K | Buy |
+12,147
| New | +$722K | 0.54% | 43 |
|