Wedbush Securities’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-3,577
| Closed | -$213K | – | 1217 |
|
2024
Q1 | $213K | Sell |
3,577
-964
| -21% | -$57.4K | 0.01% | 1058 |
|
2023
Q4 | $270K | Sell |
4,541
-1,465
| -24% | -$87.1K | 0.01% | 818 |
|
2023
Q3 | $252K | Sell |
6,006
-1,303
| -18% | -$54.7K | 0.01% | 806 |
|
2023
Q2 | $373K | Sell |
7,309
-953
| -12% | -$48.6K | 0.02% | 655 |
|
2023
Q1 | $482K | Sell |
8,262
-144
| -2% | -$8.4K | 0.02% | 549 |
|
2022
Q4 | $466K | Sell |
8,406
-3,711
| -31% | -$206K | 0.03% | 544 |
|
2022
Q3 | $648K | Sell |
12,117
-2,766
| -19% | -$148K | 0.04% | 423 |
|
2022
Q2 | $854K | Sell |
14,883
-151
| -1% | -$8.67K | 0.05% | 335 |
|
2022
Q1 | $1.61M | Sell |
15,034
-1,011
| -6% | -$108K | 0.07% | 220 |
|
2021
Q4 | $2.44M | Buy |
16,045
+523
| +3% | +$79.7K | 0.11% | 155 |
|
2021
Q3 | $4M | Buy |
15,522
+552
| +4% | +$142K | 0.19% | 84 |
|
2021
Q2 | $4.19M | Buy |
14,970
+1,120
| +8% | +$313K | 0.2% | 81 |
|
2021
Q1 | $2.8M | Buy |
13,850
+6,024
| +77% | +$1.22M | 0.16% | 112 |
|
2020
Q4 | $1.74M | Buy |
7,826
+619
| +9% | +$138K | 0.15% | 140 |
|
2020
Q3 | $1.55M | Buy |
7,207
+1,380
| +24% | +$297K | 0.15% | 147 |
|
2020
Q2 | $1M | Buy |
5,827
+1,566
| +37% | +$270K | 0.09% | 214 |
|
2020
Q1 | $394K | Buy |
+4,261
| New | +$394K | 0.05% | 441 |
|