Waverly Advisors’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Buy |
2,662
+2
| +0.1% | +$156 | ﹤0.01% | 1106 |
|
|
2025
Q1 | $217K | Buy |
2,660
+88
| +3% | +$7.16K | ﹤0.01% | 1034 |
|
|
2024
Q4 | $231K | Sell |
2,572
-2,793
| -52% | -$251K | ﹤0.01% | 892 |
|
|
2024
Q3 | $333K | Sell |
5,365
-32,758
| -86% | -$2.03M | 0.01% | 660 |
|
|
2024
Q2 | $2.04M | Sell |
38,123
-526
| -1% | -$28.1K | 0.04% | 316 |
|
|
2024
Q1 | $2.3M | Sell |
38,649
-1,252
| -3% | -$74.6K | 0.05% | 235 |
|
|
2023
Q4 | $2.37M | Buy |
39,901
+1,019
| +3% | +$60.6K | 0.09% | 130 |
|
|
2023
Q3 | $1.63M | Buy |
+38,882
| New | +$1.63M | 0.07% | 154 |
|