WAM
Weatherly Asset Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,453
| Closed | -$221K | – | 182 |
|
|
2024
Q4 | $221K | Buy |
+2,453
| New | +$221K | 0.02% | 168 |
|
|
2024
Q2 | – | Sell |
-5,216
| Closed | -$311K | – | 170 |
|
|
2024
Q1 | $311K | Sell |
5,216
-1,402
| -21% | -$83.5K | 0.03% | 149 |
|
|
2023
Q4 | $393K | Sell |
6,618
-3,145
| -32% | -$187K | 0.04% | 134 |
|
|
2023
Q3 | $410K | Sell |
9,763
-3,352
| -26% | -$141K | 0.05% | 134 |
|
|
2023
Q2 | $670K | Sell |
13,115
-620
| -5% | -$31.7K | 0.08% | 120 |
|
|
2023
Q1 | $801K | Sell |
13,735
-615
| -4% | -$35.9K | 0.1% | 112 |
|
|
2022
Q4 | $795K | Sell |
14,350
-4,815
| -25% | -$267K | 0.11% | 112 |
|
|
2022
Q3 | $1.03M | Sell |
19,165
-500
| -3% | -$26.7K | 0.15% | 100 |
|
|
2022
Q2 | $1.13M | Sell |
19,665
-617
| -3% | -$35.4K | 0.16% | 100 |
|
|
2022
Q1 | $2.17M | Buy |
20,282
+1,805
| +10% | +$193K | 0.25% | 76 |
|
|
2021
Q4 | $2.81M | Buy |
18,477
+1,635
| +10% | +$249K | 0.31% | 64 |
|
|
2021
Q3 | $4.34M | Buy |
16,842
+3,227
| +24% | +$831K | 0.53% | 38 |
|
|
2021
Q2 | $3.81M | Buy |
13,615
+710
| +6% | +$198K | 0.48% | 39 |
|
|
2021
Q1 | $2.61M | Buy |
12,905
+665
| +5% | +$135K | 0.36% | 56 |
|
|
2020
Q4 | $2.72M | Buy |
12,240
+115
| +0.9% | +$25.6K | 0.39% | 48 |
|
|
2020
Q3 | $2.61M | Buy |
12,125
+1,653
| +16% | +$356K | 0.42% | 46 |
|
|
2020
Q2 | $1.8M | Buy |
10,472
+3,855
| +58% | +$664K | 0.32% | 55 |
|
|
2020
Q1 | $611K | Buy |
+6,617
| New | +$611K | 0.13% | 108 |
|