Vontobel Holding’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $517K | Sell |
6,635
-915
| -12% | -$71.3K | ﹤0.01% | 778 |
|
2025
Q1 | $615K | Sell |
7,550
-6,578
| -47% | -$535K | ﹤0.01% | 720 |
|
2024
Q4 | $1.27M | Sell |
14,128
-53,268
| -79% | -$4.79M | ﹤0.01% | 533 |
|
2024
Q3 | $4.18M | Buy |
67,396
+42
| +0.1% | +$2.61K | 0.01% | 346 |
|
2024
Q2 | $3.6M | Buy |
67,354
+6,256
| +10% | +$335K | 0.01% | 352 |
|
2024
Q1 | $3.64M | Buy |
61,098
+42,165
| +223% | +$2.51M | 0.03% | 360 |
|
2023
Q4 | $1.13M | Sell |
18,933
-9,890
| -34% | -$588K | 0.01% | 562 |
|
2023
Q3 | $1.21M | Buy |
28,823
+3,209
| +13% | +$135K | 0.01% | 543 |
|
2023
Q2 | $1.31M | Buy |
25,614
+2,832
| +12% | +$145K | 0.01% | 525 |
|
2023
Q1 | $1.33M | Sell |
22,782
-252
| -1% | -$14.7K | 0.01% | 516 |
|
2022
Q4 | $1.22M | Sell |
23,034
-355
| -2% | -$18.7K | 0.01% | 525 |
|
2022
Q3 | $1.25M | Sell |
23,389
-10,819
| -32% | -$579K | 0.01% | 495 |
|
2022
Q2 | $2.09M | Sell |
34,208
-29,746
| -47% | -$1.82M | 0.02% | 384 |
|
2022
Q1 | $6.9M | Buy |
63,954
+10,264
| +19% | +$1.11M | 0.06% | 243 |
|
2021
Q4 | $8.33M | Buy |
53,690
+5,330
| +11% | +$827K | 0.07% | 210 |
|
2021
Q3 | $12.5M | Buy |
48,360
+22,459
| +87% | +$5.78M | 0.11% | 157 |
|
2021
Q2 | $7.37M | Buy |
25,901
+7,427
| +40% | +$2.11M | 0.06% | 217 |
|
2021
Q1 | $3.74M | Buy |
18,474
+4,712
| +34% | +$954K | 0.03% | 297 |
|
2020
Q4 | $3.43M | Buy |
+13,762
| New | +$3.43M | 0.02% | 298 |
|