A detailed history of Integrated Wealth Concepts LLC transactions in Docusign, Inc. stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 4,975 shares of DOCU stock, worth $269,296. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,975
Previous 7,318 32.02%
Holding current value
$269,296
Previous $435,000 31.95%
% of portfolio
0.0%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

SELL
$49.98 - $63.55 $117,103 - $148,897
-2,343 Reduced 32.02%
4,975 $296,000
Q4 2023

Feb 13, 2024

SELL
$38.53 - $63.11 $62,071 - $101,670
-1,611 Reduced 18.04%
7,318 $435,000
Q3 2023

Nov 15, 2023

SELL
$41.04 - $54.18 $161,574 - $213,306
-3,937 Reduced 30.6%
8,929 $375,000
Q2 2023

Aug 15, 2023

BUY
$47.4 - $59.15 $286,201 - $357,147
6,038 Added 88.43%
12,866 $657,000
Q1 2023

May 03, 2023

BUY
$49.69 - $67.83 $90,386 - $123,382
1,819 Added 36.31%
6,828 $398,000
Q4 2022

Feb 13, 2023

BUY
$39.8 - $59.55 $7,243 - $10,838
182 Added 3.77%
5,009 $278,000
Q3 2022

Nov 14, 2022

BUY
$51.67 - $75.85 $42,111 - $61,817
815 Added 20.31%
4,827 $258,000
Q2 2022

Aug 08, 2022

BUY
$56.81 - $112.28 $7,044 - $13,922
124 Added 3.19%
4,012 $230,000
Q1 2022

May 12, 2022

BUY
$73.24 - $157.01 $33,324 - $71,439
455 Added 13.25%
3,888 $416,000
Q4 2021

Feb 15, 2022

BUY
$135.09 - $284.11 $55,927 - $117,621
414 Added 13.71%
3,433 $523,000
Q3 2021

Nov 15, 2021

BUY
$256.89 - $310.05 $775,550 - $936,040
3,019 New
3,019 $777,000

Others Institutions Holding DOCU

About DOCUSIGN, INC.


  • Ticker DOCU
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 200,779,008
  • Market Cap $10.9B
  • 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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