Baker Tilly Wealth Management’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,826
| Closed | -$255K | – | 315 |
|
|
2024
Q1 | $255K | Sell |
2,826
-19
| -0.7% | -$1.72K | 0.05% | 372 |
|
|
2023
Q4 | $250K | Sell |
2,845
-3
| -0.1% | -$264 | 0.04% | 413 |
|
|
2023
Q3 | $241K | Buy |
2,848
+2
| +0.1% | +$169 | 0.04% | 405 |
|
|
2023
Q2 | $281K | Buy |
2,846
+5
| +0.2% | +$494 | 0.03% | 464 |
|
|
2023
Q1 | $273K | Buy |
2,841
+28
| +1% | +$2.69K | 0.03% | 468 |
|
|
2022
Q4 | $256K | Buy |
+2,813
| New | +$256K | 0.03% | 463 |
|