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Atria Wealth Solutions’s Amdocs DOX Stock Holding History

Atria Wealth Solutions’s Portfolio DOX Stock Details DOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$694K Sell
7,568
-27,434
-78% -$2.45M 0.02% 782
2025
Q1 		$3.22M Buy
35,002
+6,014
+21% +$525K 0.04% 466
2024
Q4 		$2.48M Buy
28,988
+4,460
+18% +$391K 0.03% 562
2024
Q3 		$2.16M Buy
24,528
+3,108
+15% +$262K 0.02% 605
2024
Q2 		$1.7M Sell
21,420
-2,780
-11% -$228K 0.02% 687
2024
Q1 		$2.2M Buy
24,200
+6,245
+35% +$569K 0.02% 603
2023
Q4 		$1.58M Buy
17,955
+4,771
+36% +$397K 0.02% 682
2023
Q3 		$1.12M Buy
13,184
+5,227
+66% +$472K 0.02% 760
2023
Q2 		$790K Buy
7,957
+1,961
+33% +$184K 0.01% 950
2023
Q1 		$578K Buy
5,996
+3,212
+115% +$297K 0.01% 1046
2022
Q4 		$254K Buy
+2,784
New +$237K ﹤0.01% 1456

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