AE Wealth Management’s Amdocs DOX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$374K Buy
2025
Q1
$359K Sell
2024
Q4
$698K Buy
2024
Q3
$633K Buy
2024
Q2
$214K Buy
2024
Q1
Sell
2023
Q4
$585K Sell
2023
Q3
$9.45M Sell
2023
Q2
$11.6M Buy
2023
Q1
$7.53M Sell
2022
Q4
$8.96M Buy
2022
Q3
$6.55M Buy
2022
Q2
$5.24M Buy
2022
Q1
$4.21M Buy
2021
Q4
$2.79M Buy
2021
Q3
$2.4M Buy
2021
Q2
$2.18M Buy
2021
Q1
$1.97M Buy
2020
Q4
$1.6M Buy
2020
Q3
$994K Buy
2020
Q2
$673K Buy