WhitTier Trust Company’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $88.3K | Sell |
1,134
-13
| -1% | -$1.01K | ﹤0.01% | 651 |
|
|
2025
Q1 | $93.4K | Buy |
1,147
+215
| +23% | +$17.5K | ﹤0.01% | 634 |
|
|
2024
Q4 | $83.8K | Buy |
932
+39
| +4% | +$3.51K | ﹤0.01% | 645 |
|
|
2024
Q3 | $55.4K | Sell |
893
-500
| -36% | -$31K | ﹤0.01% | 727 |
|
|
2024
Q2 | $74.5K | Buy |
1,393
+23
| +2% | +$1.23K | ﹤0.01% | 612 |
|
|
2024
Q1 | $81.6K | Sell |
1,370
-100
| -7% | -$5.95K | ﹤0.01% | 592 |
|
|
2023
Q4 | $87.4K | Hold |
1,470
| – | – | ﹤0.01% | 583 |
|
|
2023
Q3 | $61.7K | Hold |
1,470
| – | – | ﹤0.01% | 611 |
|
|
2023
Q2 | $75.1K | Sell |
1,470
-207
| -12% | -$10.6K | ﹤0.01% | 606 |
|
|
2023
Q1 | $97.7K | Hold |
1,677
| – | – | ﹤0.01% | 564 |
|
|
2022
Q4 | $92.9K | Sell |
1,677
-30
| -2% | -$1.66K | ﹤0.01% | 571 |
|
|
2022
Q3 | $91K | Sell |
1,707
-1
| -0.1% | -$53 | ﹤0.01% | 578 |
|
|
2022
Q2 | $98K | Sell |
1,708
-375
| -18% | -$21.5K | ﹤0.01% | 563 |
|
|
2022
Q1 | $223K | Sell |
2,083
-190
| -8% | -$20.3K | 0.01% | 451 |
|
|
2021
Q4 | $346K | Buy |
2,273
+139
| +7% | +$21.2K | 0.01% | 393 |
|
|
2021
Q3 | $549K | Buy |
2,134
+34
| +2% | +$8.75K | 0.02% | 331 |
|
|
2021
Q2 | $587K | Sell |
2,100
-275
| -12% | -$76.9K | 0.02% | 320 |
|
|
2021
Q1 | $481K | Hold |
2,375
| – | – | 0.02% | 335 |
|
|
2020
Q4 | $528K | Sell |
2,375
-500
| -17% | -$111K | 0.03% | 307 |
|
|
2020
Q3 | $619K | Buy |
2,875
+330
| +13% | +$71.1K | 0.04% | 280 |
|
|
2020
Q2 | $438K | Sell |
2,545
-60
| -2% | -$10.3K | 0.03% | 305 |
|
|
2020
Q1 | $241K | Buy |
2,605
+600
| +30% | +$55.5K | 0.02% | 368 |
|
|
2019
Q4 | $149K | Buy |
2,005
+305
| +18% | +$22.7K | 0.01% | 425 |
|
|
2019
Q3 | $105K | Buy |
1,700
+1,000
| +143% | +$61.8K | 0.01% | 478 |
|
|
2019
Q2 | $35K | Hold |
700
| – | – | ﹤0.01% | 647 |
|
|
2019
Q1 | $36K | Hold |
700
| – | – | ﹤0.01% | 643 |
|
|
2018
Q4 | $28K | Hold |
700
| – | – | ﹤0.01% | 673 |
|
|
2018
Q3 | $37K | Buy |
700
+100
| +17% | +$5.29K | ﹤0.01% | 656 |
|
|
2018
Q2 | $32K | Buy |
+600
| New | +$32K | ﹤0.01% | 680 |
|