Whittier Trust’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.9K | Buy |
808
+93
| +13% | +$7.24K | ﹤0.01% | 893 |
|
|
2025
Q1 | $58.2K | Hold |
715
| – | – | ﹤0.01% | 903 |
|
|
2024
Q4 | $64.3K | Hold |
715
| – | – | ﹤0.01% | 895 |
|
|
2024
Q3 | $44.4K | Hold |
715
| – | – | ﹤0.01% | 944 |
|
|
2024
Q2 | $38.3K | Hold |
715
| – | – | ﹤0.01% | 961 |
|
|
2024
Q1 | $42.6K | Sell |
715
-220
| -24% | -$13.1K | ﹤0.01% | 967 |
|
|
2023
Q4 | $55.6K | Buy |
935
+209
| +29% | +$12.4K | ﹤0.01% | 895 |
|
|
2023
Q3 | $30.5K | Sell |
726
-173
| -19% | -$7.27K | ﹤0.01% | 1028 |
|
|
2023
Q2 | $45.9K | Hold |
899
| – | – | ﹤0.01% | 948 |
|
|
2023
Q1 | $52.4K | Sell |
899
-17
| -2% | -$991 | ﹤0.01% | 955 |
|
|
2022
Q4 | $50.8K | Buy |
916
+362
| +65% | +$20.1K | ﹤0.01% | 955 |
|
|
2022
Q3 | $30K | Buy |
+554
| New | +$30K | ﹤0.01% | 1079 |
|
|
2021
Q4 | – | Sell |
-239
| Closed | -$62K | – | 1579 |
|
|
2021
Q3 | $62K | Buy |
+239
| New | +$62K | ﹤0.01% | 884 |
|
|
2020
Q3 | – | Sell |
-175
| Closed | -$30K | – | 1436 |
|
|
2020
Q2 | $30K | Buy |
+175
| New | +$30K | ﹤0.01% | 893 |
|
|
2020
Q1 | – | Sell |
-267
| Closed | -$20K | – | 1494 |
|
|
2019
Q4 | $20K | Sell |
267
-293
| -52% | -$21.9K | ﹤0.01% | 1027 |
|
|
2019
Q3 | $35K | Buy |
560
+390
| +229% | +$24.4K | ﹤0.01% | 904 |
|
|
2019
Q2 | $8K | Hold |
170
| – | – | ﹤0.01% | 1097 |
|
|
2019
Q1 | $9K | Hold |
170
| – | – | ﹤0.01% | 1070 |
|
|
2018
Q4 | $7K | Hold |
170
| – | – | ﹤0.01% | 1136 |
|
|
2018
Q3 | $9K | Hold |
170
| – | – | ﹤0.01% | 1051 |
|
|
2018
Q2 | $9K | Buy |
+170
| New | +$9K | ﹤0.01% | 1034 |
|