Westside Investment Management’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.9K | Hold |
50
| – | – | ﹤0.01% | 1175 |
|
|
2025
Q1 | $4.07K | Hold |
50
| – | – | ﹤0.01% | 805 |
|
|
2024
Q4 | $4.5K | Buy |
50
+10
| +25% | +$899 | ﹤0.01% | 790 |
|
|
2024
Q3 | $2.48K | Hold |
40
| – | – | ﹤0.01% | 877 |
|
|
2024
Q2 | $2.14K | Sell |
40
-12
| -23% | -$642 | ﹤0.01% | 881 |
|
|
2024
Q1 | $3.1K | Hold |
52
| – | – | ﹤0.01% | 784 |
|
|
2023
Q4 | $3.09K | Buy |
52
+20
| +63% | +$1.19K | ﹤0.01% | 756 |
|
|
2023
Q3 | $1.34K | Sell |
32
-37
| -54% | -$1.55K | ﹤0.01% | 787 |
|
|
2023
Q2 | $3.53K | Hold |
69
| – | – | ﹤0.01% | 736 |
|
|
2023
Q1 | $4.02K | Hold |
69
| – | – | ﹤0.01% | 722 |
|
|
2022
Q4 | $3 | Hold |
69
| – | – | ﹤0.01% | 737 |
|
|
2022
Q3 | $3 | Hold |
69
| – | – | ﹤0.01% | 730 |
|
|
2022
Q2 | $3 | Hold |
69
| – | – | ﹤0.01% | 729 |
|
|
2022
Q1 | $7 | Buy |
69
+5
| +8% | +$1 | ﹤0.01% | 647 |
|
|
2021
Q4 | $9 | Buy |
64
+15
| +31% | +$2 | ﹤0.01% | 602 |
|
|
2021
Q3 | $12 | Hold |
49
| – | – | ﹤0.01% | 549 |
|
|
2021
Q2 | $13 | Hold |
49
| – | – | ﹤0.01% | 540 |
|
|
2021
Q1 | $9 | Buy |
+49
| New | +$9 | ﹤0.01% | 569 |
|
|
2018
Q4 | $70.1K | Buy |
+1,750
| New | +$70.1K | 0.03% | 252 |
|