AssetMark Inc’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $19.1K | Buy |
209
+91
| +77% | +$8.3K | ﹤0.01% | 1818 |
|
2025
Q1 | $10.8K | Buy |
118
+23
| +24% | +$2.11K | ﹤0.01% | 1838 |
|
2024
Q4 | $8.09K | Buy |
95
+55
| +138% | +$4.68K | ﹤0.01% | 1835 |
|
2024
Q3 | $3.5K | Sell |
40
-15
| -27% | -$1.31K | ﹤0.01% | 1783 |
|
2024
Q2 | $4.34K | Sell |
55
-74
| -57% | -$5.84K | ﹤0.01% | 1623 |
|
2024
Q1 | $11.7K | Hold |
129
| – | – | ﹤0.01% | 1356 |
|
2023
Q4 | $11.3K | Hold |
129
| – | – | ﹤0.01% | 1363 |
|
2023
Q3 | $10.9K | Hold |
129
| – | – | ﹤0.01% | 1323 |
|
2023
Q2 | $12.8K | Hold |
129
| – | – | ﹤0.01% | 1266 |
|
2023
Q1 | $12.4K | Hold |
129
| – | – | ﹤0.01% | 1250 |
|
2022
Q4 | $11.7K | Hold |
129
| – | – | ﹤0.01% | 1287 |
|
2022
Q3 | $10K | Sell |
129
-11
| -8% | -$853 | ﹤0.01% | 1224 |
|
2022
Q2 | $12K | Buy |
140
+11
| +9% | +$943 | ﹤0.01% | 1200 |
|
2022
Q1 | $11K | Hold |
129
| – | – | ﹤0.01% | 1172 |
|
2021
Q4 | $10K | Hold |
129
| – | – | ﹤0.01% | 1153 |
|
2021
Q3 | $10K | Hold |
129
| – | – | ﹤0.01% | 1043 |
|
2021
Q2 | $10K | Buy |
129
+44
| +52% | +$3.41K | ﹤0.01% | 990 |
|
2021
Q1 | $6K | Buy |
85
+7
| +9% | +$494 | ﹤0.01% | 979 |
|
2020
Q4 | $6K | Hold |
78
| – | – | ﹤0.01% | 989 |
|
2020
Q3 | $4K | Sell |
78
-57
| -42% | -$2.92K | ﹤0.01% | 1004 |
|
2020
Q2 | $8K | Sell |
135
-411
| -75% | -$24.4K | ﹤0.01% | 884 |
|
2020
Q1 | $30K | Buy |
546
+296
| +118% | +$16.3K | ﹤0.01% | 787 |
|
2019
Q4 | $18K | Buy |
250
+28
| +13% | +$2.02K | ﹤0.01% | 948 |
|
2019
Q3 | $15K | Sell |
222
-66
| -23% | -$4.46K | ﹤0.01% | 923 |
|
2019
Q2 | $18K | Hold |
288
| – | – | ﹤0.01% | 895 |
|
2019
Q1 | $16K | Sell |
288
-56
| -16% | -$3.11K | ﹤0.01% | 915 |
|
2018
Q4 | $20K | Hold |
344
| – | – | ﹤0.01% | 894 |
|
2018
Q3 | $23K | Buy |
344
+66
| +24% | +$4.41K | ﹤0.01% | 898 |
|
2018
Q2 | $18K | Hold |
278
| – | – | ﹤0.01% | 946 |
|
2018
Q1 | $19K | Sell |
278
-1,292
| -82% | -$88.3K | ﹤0.01% | 950 |
|
2017
Q4 | $103K | Buy |
1,570
+568
| +57% | +$37.3K | ﹤0.01% | 606 |
|
2017
Q3 | $64K | Buy |
1,002
+124
| +14% | +$7.92K | ﹤0.01% | 643 |
|
2017
Q2 | $57K | Buy |
878
+8
| +0.9% | +$519 | ﹤0.01% | 651 |
|
2017
Q1 | $53K | Buy |
870
+146
| +20% | +$8.89K | ﹤0.01% | 626 |
|
2016
Q4 | $42K | Sell |
724
-183
| -20% | -$10.6K | ﹤0.01% | 664 |
|
2016
Q3 | $52K | Sell |
907
-216
| -19% | -$12.4K | ﹤0.01% | 601 |
|
2016
Q2 | $65K | Sell |
1,123
-353
| -24% | -$20.4K | ﹤0.01% | 550 |
|
2016
Q1 | $89K | Buy |
1,476
+418
| +40% | +$25.2K | ﹤0.01% | 463 |
|
2015
Q4 | $58K | Buy |
1,058
+979
| +1,239% | +$53.7K | ﹤0.01% | 592 |
|
2015
Q3 | $4K | Buy |
+79
| New | +$4K | ﹤0.01% | 587 |
|