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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $225K | Buy |
+3,443
| New | +$252K | ﹤0.01% | 1545 |
|
|
2025
Q3 | – | Sell |
-4,096
| Closed | -$374K | – | 2307 |
|
|
2025
Q2 | $374K | Buy |
4,096
+177
| +5% | +$15.8K | ﹤0.01% | 1023 |
|
|
2025
Q1 | $359K | Sell |
3,919
-4,275
| -52% | -$373K | ﹤0.01% | 1022 |
|
|
2024
Q4 | $698K | Buy |
8,194
+957
| +13% | +$84K | 0.01% | 802 |
|
|
2024
Q3 | $633K | Buy |
7,237
+4,530
| +167% | +$381K | 0.01% | 818 |
|
|
2024
Q2 | $214K | Buy |
+2,707
| New | +$222K | ﹤0.01% | 1144 |
|
|
2024
Q1 | – | Sell |
-6,346
| Closed | -$585K | – | 1355 |
|
|
2023
Q4 | $585K | Sell |
6,346
-105,559
| -94% | -$8.79M | ﹤0.01% | 1356 |
|
|
2023
Q3 | $9.45M | Sell |
111,905
-5,436
| -5% | -$491K | 0.06% | 395 |
|
|
2023
Q2 | $11.6M | Buy |
117,341
+38,949
| +50% | +$3.66M | 0.07% | 343 |
|
|
2023
Q1 | $7.53M | Sell |
78,392
-20,207
| -20% | -$1.87M | 0.05% | 411 |
|
|
2022
Q4 | $8.96M | Buy |
98,599
+16,093
| +20% | +$1.37M | 0.06% | 347 |
|
|
2022
Q3 | $6.55M | Buy |
82,506
+19,588
| +31% | +$1.66M | 0.05% | 369 |
|
|
2022
Q2 | $5.24M | Buy |
62,918
+11,666
| +23% | +$962K | 0.04% | 402 |
|
|
2022
Q1 | $4.21M | Buy |
51,252
+13,980
| +38% | +$1.1M | 0.03% | 494 |
|
|
2021
Q4 | $2.79M | Buy |
37,272
+5,508
| +17% | +$414K | 0.02% | 593 |
|
|
2021
Q3 | $2.4M | Buy |
31,764
+3,546
| +13% | +$274K | 0.02% | 588 |
|
|
2021
Q2 | $2.18M | Buy |
28,218
+83
| +0.3% | +$6.41K | 0.02% | 616 |
|
|
2021
Q1 | $1.97M | Buy |
28,135
+5,503
| +24% | +$416K | 0.02% | 565 |
|
|
2020
Q4 | $1.6M | Buy |
22,632
+5,323
| +31% | +$334K | 0.02% | 561 |
|
|
2020
Q3 | $994K | Buy |
17,309
+6,257
| +57% | +$374K | 0.01% | 636 |
|
|
2020
Q2 | $673K | Buy |
+11,052
| New | +$683K | 0.01% | 750 |
|
Other funds holding DOX
BGC
BIP
VPM
