Concord Wealth Partners Docusign, Inc. Transaction History

Concord Wealth Partners

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Apr 30, 2024	BUY	$41.04 - $54.18 $3,283 - $4,334	80 New	80 $3,000
Q3 2023 Oct 25, 2023	BUY	$41.04 - $54.18 $246 - $325	6 Added 8.11%	80 $3,000
Q1 2023 Apr 26, 2023	SELL	$49.69 - $67.83 $298 - $406	-6 Reduced 7.5%	74 $4,000
Q4 2022 Jan 27, 2023	BUY	$39.8 - $59.55 $3,184 - $4,764	80 New	80 $4,000
Q2 2022 Aug 04, 2022	SELL	$56.81 - $112.28 $12,270 - $24,252	-216 Reduced 72.48%	82 $5,000
Q1 2022 Apr 20, 2022	SELL	$73.24 - $157.01 $21,312 - $45,689	-291 Reduced 49.41%	298 $32,000
Q4 2021 Jan 21, 2022	BUY	$135.09 - $284.11 $61,601 - $129,554	456 Added 342.86%	589 $90,000
Q3 2021 Nov 09, 2021	SELL	$256.89 - $310.05 $83,489 - $100,766	-325 Reduced 70.96%	133 $34,000
Q2 2021 Jul 29, 2021	SELL	$180.16 - $284.48 $1,261 - $1,991	-7 Reduced 1.51%	458 $128,000
Q1 2021 May 13, 2021	BUY	$192.84 - $265.16 $88,706 - $121,973	460 Added 9200.0%	465 $94,000
Q4 2020 Feb 16, 2021	BUY	$197.6 - $251.6 $988 - $1,258	5 New	5 $1,000

793

160M

5.37M

4.51M

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 (...

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