Caldwell Investment 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 |
-12,400
| Closed | -$1.12M | – | 37 |
|
|
2024
Q1 | $1.12M | Hold |
12,400
| – | – | 0.83% | 27 |
|
|
2023
Q4 | $1.09M | Hold |
12,400
| – | – | 0.84% | 26 |
|
|
2023
Q3 | $1.04M | Hold |
12,400
| – | – | 1.01% | 23 |
|
|
2023
Q2 | $1.22M | Hold |
12,400
| – | – | 0.92% | 24 |
|
|
2023
Q1 | $1.19M | Sell |
12,400
-6,300
| -34% | -$605K | 1.18% | 19 |
|
|
2022
Q4 | $1.7M | Sell |
18,700
-1,900
| -9% | -$173K | 1.8% | 14 |
|
|
2022
Q3 | $1.64M | Hold |
20,600
| – | – | 2% | 12 |
|
|
2022
Q2 | $1.72M | Hold |
20,600
| – | – | 1.72% | 15 |
|
|
2022
Q1 | $1.7M | Hold |
20,600
| – | – | 1.35% | 17 |
|
|
2021
Q4 | $1.56M | Buy |
+20,600
| New | +$1.56M | 1.22% | 21 |
|