Westwood Holdings Group’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-24,361
| Closed | -$1.98M | – | 471 |
|
|
2025
Q1 | $1.98M | Buy |
24,361
+1,456
| +6% | +$119K | 0.02% | 320 |
|
|
2024
Q4 | $2.06M | Buy |
+22,905
| New | +$2.06M | 0.02% | 320 |
|
|
2023
Q3 | – | Sell |
-28,131
| Closed | -$1.44M | – | 462 |
|
|
2023
Q2 | $1.44M | Buy |
+28,131
| New | +$1.44M | 0.01% | 325 |
|
|
2023
Q1 | – | Sell |
-18,277
| Closed | -$1.01M | – | 513 |
|
|
2022
Q4 | $1.01M | Buy |
+18,277
| New | +$1.01M | 0.01% | 348 |
|
|
2022
Q2 | – | Sell |
-27,670
| Closed | -$2.96M | – | 464 |
|
|
2022
Q1 | $2.96M | Buy |
27,670
+18,745
| +210% | +$2.01M | 0.03% | 278 |
|
|
2021
Q4 | $1.36M | Buy |
+8,925
| New | +$1.36M | 0.01% | 327 |
|