Carson Wealth (CWM LLC)’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.38M | Sell |
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|
2025
Q2 | $10.5M | Buy |
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|
2025
Q1 | $10.4M | Sell |
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|
2024
Q4 | $9.76M | Sell |
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|
2024
Q3 | $10.7M | Sell |
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|
2024
Q2 | $10.1M | Sell |
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|
2024
Q1 | $11.6M | Sell |
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|
2023
Q4 | $12.3M | Sell |
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|
2023
Q3 | $12.4M | Sell |
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|
2023
Q2 | $15.5M | Buy |
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|
2023
Q1 | $7.45M | Buy |
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|
2022
Q4 | $7.05M | Buy |
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|
2022
Q3 | $6.07M | Buy |
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|
2022
Q2 | $5.93M | Buy |
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|
2022
Q1 | $5.71M | Buy |
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|
2021
Q4 | $2.49M | Buy |
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|
2021
Q2 | $4.91M | Hold |
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|
2021
Q1 | $4.91M | Hold |
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|
2020
Q4 | $4.91M | Hold |
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|
2020
Q3 | $4.91M | Hold |
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|
2020
Q2 | $4.91M | Hold |
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|
2020
Q1 | $4.91M | Hold |
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|
2019
Q4 | $4.91M | Hold |
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|
2019
Q3 | $4.91M | Hold |
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|
2019
Q2 | $4.91M | Hold |
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|
2019
Q1 | $4.91M | Buy |
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|
2018
Q4 | $3.42M | Buy |
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|
2018
Q3 | $614K | Buy |
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|
2018
Q2 | $9K | Buy |
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|
2018
Q1 | $3K | Sell |
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|
2017
Q4 | $8K | Buy |
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