Weatherly Asset Management’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $221K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $311K | Sell |
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|
2023
Q4 | $393K | Sell |
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|
2023
Q3 | $410K | Sell |
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|
2023
Q2 | $670K | Sell |
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|
2023
Q1 | $801K | Sell |
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|
2022
Q4 | $795K | Sell |
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|
2022
Q3 | $1.02M | Sell |
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|
2022
Q2 | $1.13M | Sell |
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|
2022
Q1 | $2.17M | Buy |
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|
2021
Q4 | $2.81M | Buy |
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|
2021
Q3 | $4.34M | Buy |
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|
2021
Q2 | $3.81M | Buy |
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|
2021
Q1 | $2.61M | Buy |
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|
2020
Q4 | $2.72M | Buy |
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|
2020
Q3 | $2.61M | Buy |
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|
2020
Q2 | $1.8M | Buy |
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|
2020
Q1 | $611K | Buy |
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