Atria Wealth Solutions’s Amdocs DOX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$694K Sell
7,568
-27,434
-78% -$2.52M 0.02% 781
2025
Q1
$3.22M Buy
35,002
+6,014
+21% +$553K 0.04% 464
2024
Q4
$2.48M Buy
28,988
+4,460
+18% +$382K 0.03% 559
2024
Q3
$2.16M Buy
24,528
+3,108
+15% +$273K 0.02% 602
2024
Q2
$1.7M Sell
21,420
-2,780
-11% -$221K 0.02% 684
2024
Q1
$2.2M Buy
24,200
+6,245
+35% +$567K 0.02% 601
2023
Q4
$1.58M Buy
17,955
+4,771
+36% +$421K 0.02% 677
2023
Q3
$1.12M Buy
13,184
+5,227
+66% +$443K 0.02% 757
2023
Q2
$790K Buy
7,957
+1,961
+33% +$195K 0.01% 947
2023
Q1
$578K Buy
5,996
+3,212
+115% +$310K 0.01% 1043
2022
Q4
$254K Buy
+2,784
New +$254K ﹤0.01% 1448