Carson Wealth (CWM LLC)’s Amdocs DOX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5M | Buy |
115,017
+1,022
| +0.9% | +$93.2K | 0.04% | 384 |
|
|
2025
Q1 | $10.4M | Sell |
113,995
-666
| -0.6% | -$60.9K | 0.04% | 341 |
|
|
2024
Q4 | $9.76M | Sell |
114,661
-7,648
| -6% | -$651K | 0.04% | 327 |
|
|
2024
Q3 | $10.7M | Sell |
122,309
-5,446
| -4% | -$476K | 0.05% | 295 |
|
|
2024
Q2 | $10.1M | Sell |
127,755
-199
| -0.2% | -$15.7K | 0.05% | 291 |
|
|
2024
Q1 | $11.6M | Sell |
127,954
-12,458
| -9% | -$1.13M | 0.06% | 271 |
|
|
2023
Q4 | $12.3M | Sell |
140,412
-5,885
| -4% | -$517K | 0.07% | 246 |
|
|
2023
Q3 | $12.4M | Sell |
146,297
-10,616
| -7% | -$897K | 0.08% | 209 |
|
|
2023
Q2 | $15.5M | Buy |
156,913
+79,371
| +102% | +$7.85M | 0.1% | 181 |
|
|
2023
Q1 | $7.45M | Buy |
77,542
+22
| +0% | +$2.11K | 0.05% | 260 |
|
|
2022
Q4 | $7.05M | Buy |
77,520
+1,072
| +1% | +$97.5K | 0.05% | 250 |
|
|
2022
Q3 | $6.07M | Buy |
76,448
+5,215
| +7% | +$414K | 0.05% | 257 |
|
|
2022
Q2 | $5.93M | Buy |
71,233
+1,828
| +3% | +$152K | 0.05% | 266 |
|
|
2022
Q1 | $5.71M | Buy |
69,405
+36,155
| +109% | +$2.97M | 0.04% | 286 |
|
|
2021
Q4 | $2.49M | Buy |
+33,250
| New | +$2.49M | 0.02% | 388 |
|
|
2021
Q2 | $4.91M | Hold |
63,488
| – | – | 0.04% | 287 |
|
|
2021
Q1 | $4.91M | Hold |
63,488
| – | – | 0.04% | 287 |
|
|
2020
Q4 | $4.91M | Hold |
63,488
| – | – | 0.04% | 287 |
|
|
2020
Q3 | $4.91M | Hold |
63,488
| – | – | 0.04% | 287 |
|
|
2020
Q2 | $4.91M | Hold |
63,488
| – | – | 0.04% | 287 |
|
|
2020
Q1 | $4.91M | Hold |
63,488
| – | – | 0.04% | 287 |
|
|
2019
Q4 | $4.91M | Hold |
63,488
| – | – | 0.04% | 287 |
|
|
2019
Q3 | $4.91M | Hold |
63,488
| – | – | 0.04% | 287 |
|
|
2019
Q2 | $4.91M | Hold |
63,488
| – | – | 0.04% | 287 |
|
|
2019
Q1 | $4.91M | Buy |
63,488
+5,049
| +9% | +$391K | 0.04% | 287 |
|
|
2018
Q4 | $3.42M | Buy |
58,439
+49,137
| +528% | +$2.88M | 0.09% | 201 |
|
|
2018
Q3 | $614K | Buy |
9,302
+9,171
| +7,001% | +$605K | 0.02% | 364 |
|
|
2018
Q2 | $9K | Buy |
131
+89
| +212% | +$6.12K | ﹤0.01% | 1024 |
|
|
2018
Q1 | $3K | Sell |
42
-78
| -65% | -$5.57K | ﹤0.01% | 1090 |
|
|
2017
Q4 | $8K | Buy |
+120
| New | +$8K | ﹤0.01% | 935 |
|