Selective Wealth Management, Inc. Docusign, Inc. Transaction History

Selective Wealth Management, Inc.

$239 Million
Q3 2024

A detailed history of Selective Wealth Management, Inc. transactions in Docusign, Inc. stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 53,849 shares of DOCU stock, worth $5.16 Million. This represents 1.4% of its overall portfolio holdings.

Number of Shares

53,849

Previous 60,879 11.55%

Holding current value

$5.16 Million

Previous $3.26 Million 2.64%

% of portfolio

1.4%

Previous 1.46%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	SELL	$49.73 - $62.53 $349,601 - $439,585	-7,030 Reduced 11.55%	53,849 $3.34 Million
Q2 2024 Jul 10, 2024	SELL	$50.84 - $61.13 $101,730 - $122,321	-2,001 Reduced 3.18%	60,879 $3.26 Million
Q1 2024 Apr 11, 2024	SELL	$49.98 - $63.55 $233,356 - $296,714	-4,669 Reduced 6.91%	62,880 $3.74 Million
Q4 2023 Jan 05, 2024	SELL	$38.53 - $63.11 $445,715 - $730,056	-11,568 Reduced 14.62%	67,549 $4.02 Million
Q3 2023 Oct 10, 2023	SELL	$41.04 - $54.18 $342,560 - $452,240	-8,347 Reduced 9.54%	79,117 $3.32 Million
Q2 2023 Jul 11, 2023	SELL	$47.4 - $59.15 $301,558 - $376,312	-6,362 Reduced 6.78%	87,464 $4.47 Million
Q4 2022 Jan 23, 2023	SELL	$39.8 - $59.55 $936,095 - $1.4 Million	-23,520 Reduced 20.04%	93,826 $0
Q3 2022 Oct 21, 2022	SELL	$51.67 - $75.85 $716,042 - $1.05 Million	-13,858 Reduced 10.56%	117,346 $6.27 Million
Q2 2022 Jul 28, 2022	SELL	$56.81 - $112.28 $178,497 - $352,783	-3,142 Reduced 2.34%	131,204 $7.53 Million
Q1 2022 Apr 20, 2022	BUY	$73.24 - $157.01 $3.87 Million - $8.3 Million	52,885 Added 64.92%	134,346 $14.4 Million
Q4 2021 Jan 18, 2022	BUY	$135.09 - $284.11 $6.91 Million - $14.5 Million	51,164 Added 168.87%	81,461 $12.4 Million
Q3 2021 Oct 27, 2021	BUY	$256.89 - $310.05 $7.62 Million - $9.19 Million	29,647 Added 4561.08%	30,297 $7.8 Million
Q2 2021 Aug 04, 2021	BUY	$180.16 - $284.48 $117,104 - $184,912	650 New	650 $181,000
Q4 2020 Jan 22, 2021	SELL	$197.6 - $251.6 $142,667 - $181,655	-722 Closed	0 $0
Q1 2020 Apr 16, 2020	SELL	$68.68 - $92.4 $4.96 Million - $6.67 Million	-72,200 Reduced 99.01%	722 $67,000
Q4 2019 Jan 10, 2020	SELL	$60.76 - $75.57 $194,432 - $241,823	-3,200 Reduced 4.2%	72,922 $5.4 Million
Q3 2019 Oct 29, 2019	BUY	$43.91 - $64.8 $3.34 Million - $4.93 Million	76,122 New	76,122 $4.71 Million
Q2 2019 Jul 16, 2019	SELL	$47.9 - $57.66 $8.2 Million - $9.87 Million	-171,122 Closed	0 $0
Q1 2019 Apr 04, 2019	BUY	$38.83 - $58.85 $6.64 Million - $10.1 Million	171,122 New	171,122 $8.87 Million

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 $19.2B
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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Selective Wealth Management, Inc. Docusign, Inc. Transaction History