Independent Advisor Alliance Docusign, Inc. Transaction History

Independent Advisor Alliance

$2.71 Billion
Q3 2024

A detailed history of Independent Advisor Alliance transactions in Docusign, Inc. stock. As of the latest transaction made, Independent Advisor Alliance holds 4,465 shares of DOCU stock, worth $353,226. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,465

Previous 5,076 12.04%

Holding current value

$353,226

Previous $271,000 2.21%

% of portfolio

0.01%

Previous 0.01%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$49.73 - $62.53 $30,385 - $38,205	-611 Reduced 12.04%	4,465 $277,000
Q2 2024 Aug 12, 2024	SELL	$50.84 - $61.13 $212,206 - $255,156	-4,174 Reduced 45.12%	5,076 $271,000
Q1 2024 May 08, 2024	SELL	$49.98 - $63.55 $160,335 - $203,868	-3,208 Reduced 25.75%	9,250 $550,000
Q4 2023 Feb 08, 2024	BUY	$38.53 - $63.11 $115 - $189	3 Added 0.02%	12,458 $740,000
Q3 2023 Oct 24, 2023	SELL	$41.04 - $54.18 $19,124 - $25,247	-466 Reduced 3.61%	12,455 $523,000
Q2 2023 Jul 28, 2023	SELL	$47.4 - $59.15 $69,109 - $86,240	-1,458 Reduced 10.14%	12,921 $660,000
Q1 2023 May 12, 2023	SELL	$49.69 - $67.83 $82,236 - $112,258	-1,655 Reduced 10.32%	14,379 $838,000
Q4 2022 Feb 13, 2023	SELL	$39.8 - $59.55 $141,210 - $211,283	-3,548 Reduced 18.12%	16,034 $888,000
Q3 2022 Nov 04, 2022	SELL	$51.67 - $75.85 $278,397 - $408,679	-5,388 Reduced 21.58%	19,582 $1.05 Million
Q2 2022 Aug 04, 2022	SELL	$56.81 - $112.28 $849,423 - $1.68 Million	-14,952 Reduced 37.45%	24,970 $1.43 Million
Q1 2022 May 06, 2022	BUY	$73.24 - $157.01 $1.71 Million - $3.66 Million	23,296 Added 140.12%	39,922 $4.28 Million
Q4 2021 Feb 11, 2022	SELL	$135.09 - $284.11 $2.26 Million - $4.75 Million	-16,720 Reduced 50.14%	16,626 $2.53 Million
Q3 2021 Nov 01, 2021	BUY	$256.89 - $310.05 $506,073 - $610,798	1,970 Added 6.28%	33,346 $8.58 Million
Q2 2021 Aug 12, 2021	SELL	$180.16 - $284.48 $1.39 Million - $2.2 Million	-7,730 Reduced 19.77%	31,376 $8.77 Million
Q1 2021 May 14, 2021	BUY	$192.84 - $265.16 $1.02 Million - $1.41 Million	5,299 Added 15.67%	39,106 $7.92 Million
Q4 2020 Feb 11, 2021	BUY	$197.6 - $251.6 $154,720 - $197,002	783 Added 2.37%	33,807 $7.52 Million
Q3 2020 Nov 04, 2020	BUY	$178.96 - $268.8 $4.96 Million - $7.45 Million	27,732 Added 524.04%	33,024 $7.11 Million
Q2 2020 Aug 06, 2020	BUY	$79.0 - $177.58 $206,743 - $464,726	2,617 Added 97.83%	5,292 $911,000
Q1 2020 May 14, 2020	SELL	$68.68 - $92.4 $38,804 - $52,206	-565 Reduced 17.44%	2,675 $247,000
Q4 2019 Feb 07, 2020	SELL	$60.76 - $75.57 $2,126 - $2,644	-35 Reduced 1.07%	3,240 $240,000
Q3 2019 Nov 12, 2019	BUY	$43.91 - $64.8 $143,805 - $212,220	3,275 New	3,275 $203,000
Q2 2019 Aug 12, 2019	SELL	$47.9 - $57.66 $188,726 - $227,180	-3,940 Closed	0 $0
Q1 2019 May 07, 2019	BUY	$38.83 - $58.85 $152,990 - $231,869	3,940 New	3,940 $204,000

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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Independent Advisor Alliance Docusign, Inc. Transaction History