Avantax Advisory Services, Inc. Docusign, Inc. Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Docusign, Inc. stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 16,315 shares of DOCU stock, worth $1.29 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

16,315

Previous 16,110 1.27%

Holding current value

$1.29 Million

Previous $861,000 17.54%

% of portfolio

0.01%

Previous 0.01%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$49.73 - $62.53 $10,194 - $12,818	205 Added 1.27%	16,315 $1.01 Million
Q2 2024 Aug 09, 2024	SELL	$50.84 - $61.13 $3,202 - $3,851	-63 Reduced 0.39%	16,110 $861,000
Q1 2024 May 08, 2024	BUY	$49.98 - $63.55 $53,828 - $68,443	1,077 Added 7.13%	16,173 $963,000
Q4 2023 Feb 07, 2024	SELL	$38.53 - $63.11 $108,461 - $177,654	-2,815 Reduced 15.72%	15,096 $897,000
Q3 2023 Nov 07, 2023	SELL	$41.04 - $54.18 $28,686 - $37,871	-699 Reduced 3.76%	17,911 $752,000
Q2 2023 Aug 11, 2023	SELL	$47.4 - $59.15 $29,151 - $36,377	-615 Reduced 3.2%	18,610 $950,000
Q1 2023 Apr 28, 2023	SELL	$49.69 - $67.83 $66,733 - $91,095	-1,343 Reduced 6.53%	19,225 $1.12 Million
Q4 2022 Feb 13, 2023	BUY	$39.8 - $59.55 $233,148 - $348,843	5,858 Added 39.82%	20,568 $1.14 Million
Q3 2022 Nov 01, 2022	BUY	$51.67 - $75.85 $66,499 - $97,618	1,287 Added 9.59%	14,710 $787,000
Q2 2022 Aug 02, 2022	BUY	$56.81 - $112.28 $1,477 - $2,919	26 Added 0.19%	13,423 $770,000
Q1 2022 Apr 27, 2022	BUY	$73.24 - $157.01 $15,160 - $32,501	207 Added 1.57%	13,397 $1.44 Million
Q4 2021 Jan 24, 2022	BUY	$135.09 - $284.11 $350,558 - $737,265	2,595 Added 24.49%	13,190 $2.01 Million
Q3 2021 Oct 21, 2021	SELL	$256.89 - $310.05 $658,152 - $794,348	-2,562 Reduced 19.47%	10,595 $2.74 Million
Q2 2021 Jul 29, 2021	BUY	$180.16 - $284.48 $108,636 - $171,541	603 Added 4.8%	13,157 $3.68 Million
Q1 2021 May 13, 2021	BUY	$192.84 - $265.16 $480,750 - $661,043	2,493 Added 24.78%	12,554 $2.53 Million
Q4 2020 Jan 22, 2021	SELL	$197.6 - $251.6 $748,113 - $952,557	-3,786 Reduced 27.34%	10,061 $2.24 Million
Q3 2020 Oct 14, 2020	BUY	$178.96 - $268.8 $808,362 - $1.21 Million	4,517 Added 48.41%	13,847 $2.98 Million
Q2 2020 Aug 06, 2020	BUY	$79.0 - $177.58 $223,807 - $503,084	2,833 Added 43.6%	9,330 $1.61 Million
Q1 2020 Apr 30, 2020	BUY	$68.68 - $92.4 $179,117 - $240,979	2,608 Added 67.06%	6,497 $601,000
Q4 2019 Feb 14, 2020	SELL	$60.76 - $75.57 $32,020 - $39,825	-527 Reduced 11.93%	3,889 $287,000
Q3 2019 Nov 08, 2019	SELL	$43.91 - $64.8 $24,282 - $35,834	-553 Reduced 11.13%	4,416 $273,000
Q2 2019 Aug 06, 2019	BUY	$47.9 - $57.66 $9,819 - $11,820	205 Added 4.3%	4,969 $247,000
Q1 2019 May 13, 2019	BUY	$38.83 - $58.85 $184,986 - $280,361	4,764 New	4,764 $247,000

Others Institutions Holding DOCU

# of Institutions

793

Shares Held

160M

Call Options Held

5.37M

Put Options Held

4.51M

View Full List

About DOCUSIGN, INC.

Ticker DOCU
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 200,779,008
Market Cap $15.9B
Description
DocuSign, Inc. provides electronic signature software in the United States and internationally. The company provides e-signature solution that enables businesses to digitally prepare, sign, act on, and manage agreements. It also offers CLM, which automates workflows across the entire agreement process; Insights that use artificial intelligence (...

More about DOCU

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Avantax Advisory Services, Inc. Docusign, Inc. Transaction History