A detailed history of Ep Wealth Advisors, LLC transactions in Docusign, Inc. stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 3,308 shares of DOCU stock, worth $313,763. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,308
Holding current value
$313,763
% of portfolio
0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$49.73 - $62.53 $164,506 - $206,849
3,308 New
3,308 $205,000
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

Others Institutions Holding DOCU

About DOCUSIGN, INC.


  • Ticker DOCU
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 200,779,008
  • Market Cap $19B
  • 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
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.