Ep Wealth Advisors, LLC Docusign, Inc. Transaction History

Ep Wealth Advisors, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 20, 2022	SELL	$73.24 - $157.01 $300,064 - $643,269	-4,097 Closed	0 $0
Q4 2021 Feb 17, 2022	BUY	$135.09 - $284.11 $64,708 - $136,088	479 Added 13.24%	4,097 $624,000
Q3 2021 Nov 23, 2021	SELL	$256.89 - $310.05 $24.7 Million - $29.8 Million	-96,078 Reduced 96.37%	3,618 $931,000
Q3 2021 Nov 16, 2021	BUY	$256.89 - $310.05 $24.6 Million - $29.6 Million	95,571 Added 2316.87%	99,696 $931,000
Q2 2021 Aug 24, 2021	SELL	$180.16 - $284.48 $8,467 - $13,370	-47 Reduced 1.13%	4,125 $1.15 Million
Q1 2021 May 17, 2021	SELL	$192.84 - $265.16 $232,565 - $319,782	-1,206 Reduced 22.42%	4,172 $845,000
Q4 2020 Feb 18, 2021	BUY	$197.6 - $251.6 $1,580 - $2,012	8 Added 0.15%	5,378 $1.2 Million
Q3 2020 Nov 17, 2020	SELL	$178.96 - $268.8 $125,987 - $189,235	-704 Reduced 11.59%	5,370 $1.16 Million
Q2 2020 Aug 14, 2020	SELL	$79.0 - $177.58 $74,181 - $166,747	-939 Reduced 13.39%	6,074 $1.05 Million
Q1 2020 May 18, 2020	SELL	$68.68 - $92.4 $55,905 - $75,213	-814 Reduced 10.4%	7,013 $648,000
Q3 2019 Nov 18, 2019	SELL	$43.91 - $64.8 $219,549 - $324,000	-5,000 Reduced 38.98%	7,827 $485,000
Q2 2019 Aug 27, 2019	BUY	$47.9 - $57.66 $614,413 - $739,604	12,827 New	12,827 $638,000

757

160M

3.62M

4.42M

Ticker DOCU
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 200,779,008
Market Cap $12.6B
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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