A detailed history of Institutional & Family Asset Management, LLC transactions in Docusign, Inc. stock. As of the latest transaction made, Institutional & Family Asset Management, LLC holds 334 shares of DOCU stock, worth $31,679. This represents 0.0% of its overall portfolio holdings.

Number of Shares
334
Previous 341 2.05%
Holding current value
$31,679
Previous $20,000 15.0%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 05, 2024

SELL
$50.84 - $61.13 $355 - $427
-7 Reduced 2.05%
334 $17,000
Q1 2024

May 08, 2024

SELL
$49.98 - $63.55 $999 - $1,271
-20 Reduced 5.54%
341 $20,000
Q4 2023

Feb 06, 2024

SELL
$38.53 - $63.11 $154 - $252
-4 Reduced 1.1%
361 $21,000
Q2 2023

Aug 09, 2023

SELL
$47.4 - $59.15 $331 - $414
-7 Reduced 1.88%
365 $18,000
Q1 2023

May 08, 2023

SELL
$49.69 - $67.83 $993 - $1,356
-20 Reduced 5.1%
372 $21,000
Q4 2022

Feb 08, 2023

BUY
$39.8 - $59.55 $79 - $119
2 Added 0.51%
392 $21,000
Q1 2022

May 11, 2022

BUY
$73.24 - $157.01 $4,101 - $8,792
56 Added 16.77%
390 $42,000
Q4 2021

Feb 14, 2022

BUY
$135.09 - $284.11 $5,943 - $12,500
44 Added 15.17%
334 $51,000
Q3 2021

Nov 10, 2021

BUY
$256.89 - $310.05 $24,661 - $29,764
96 Added 49.48%
290 $75,000
Q2 2021

Aug 10, 2021

BUY
$180.16 - $284.48 $11,350 - $17,922
63 Added 48.09%
194 $54,000
Q1 2021

May 06, 2021

BUY
$192.84 - $265.16 $25,262 - $34,735
131 New
131 $27,000

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 Institutional & Family Asset Management, LLC Portfolio

Follow Institutional & Family Asset Management, 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 Institutional & Family Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Institutional & Family Asset Management, LLC with notifications on news.