Wilmington Savings Fund Society’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $63.8K | Hold |
819
| – | – | ﹤0.01% | 1169 |
|
2025
Q1 | $66.7K | Hold |
819
| – | – | ﹤0.01% | 1130 |
|
2024
Q4 | $73.7K | Hold |
819
| – | – | ﹤0.01% | 1126 |
|
2024
Q3 | $50.9K | Buy |
+819
| New | +$50.9K | ﹤0.01% | 1214 |
|
2023
Q2 | – | Sell |
-3,650
| Closed | -$213K | – | 365 |
|
2023
Q1 | $213K | Buy |
+3,650
| New | +$213K | 0.01% | 335 |
|
2022
Q3 | – | Sell |
-3,550
| Closed | -$204K | – | 356 |
|
2022
Q2 | $204K | Buy |
3,550
+436
| +14% | +$25.1K | 0.01% | 350 |
|
2022
Q1 | $333K | Buy |
+3,114
| New | +$333K | 0.01% | 307 |
|