Corient Private Wealth’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.37M | Sell |
69,835
-1,975
| -3% | -$180K | 0.01% | 694 |
|
|
2025
Q1 | $6.57M | Sell |
71,810
-518
| -0.7% | -$47.4K | 0.01% | 610 |
|
|
2024
Q4 | $6.16M | Sell |
72,328
-4,021
| -5% | -$342K | 0.01% | 643 |
|
|
2024
Q3 | $6.68M | Sell |
76,349
-917
| -1% | -$80.2K | 0.01% | 650 |
|
|
2024
Q2 | $6.1M | Buy |
77,266
+15,744
| +26% | +$1.24M | 0.01% | 657 |
|
|
2024
Q1 | $5.56M | Sell |
61,522
-365
| -0.6% | -$33K | 0.01% | 686 |
|
|
2023
Q4 | $5.44M | Sell |
61,887
-18,099
| -23% | -$1.59M | 0.01% | 680 |
|
|
2023
Q3 | $6.76M | Sell |
79,986
-7,118
| -8% | -$601K | 0.02% | 571 |
|
|
2023
Q2 | $8.61M | Buy |
87,104
+15,178
| +21% | +$1.5M | 0.02% | 497 |
|
|
2023
Q1 | $6.91M | Buy |
71,926
+3,675
| +5% | +$353K | 0.02% | 503 |
|
|
2022
Q4 | $6.2M | Buy |
+68,251
| New | +$6.2M | 0.02% | 451 |
|