WCM
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Westerly Capital Management’s DocuSign DOCU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-290,000
Closed -$17.2M 45
2023
Q4
$17.2M Buy
290,000
+140,000
+93% +$8.32M 8.52% 1
2023
Q3
$6.3M Buy
150,000
+90,000
+150% +$3.78M 4.44% 6
2023
Q2
$3.07M Buy
+60,000
New +$3.07M 1.61% 22
2022
Q2
Sell
-20,000
Closed -$2.14M 48
2022
Q1
$2.14M Buy
+20,000
New +$2.14M 1.58% 26