Creative Planning’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 | $2.75M | Buy |
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|
2025
Q2 | $2.79M | Buy |
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|
2025
Q1 | $1.99M | Buy |
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|
2024
Q4 | $1.44M | Buy |
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|
2024
Q3 | $1.32M | Buy |
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|
2024
Q2 | $869K | Buy |
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|
2024
Q1 | $446K | Buy |
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|
2023
Q4 | $380K | Buy |
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|
2023
Q3 | $327K | Buy |
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|
2023
Q2 | $379K | Sell |
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|
2023
Q1 | $385K | Buy |
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|
2022
Q4 | $347K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $207K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $220K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $345K | Sell |
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|
2018
Q1 | $354K | Buy |
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|
2017
Q4 | $338K | Buy |
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|
2017
Q3 | $310K | Buy |
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|
2017
Q2 | $123K | Sell |
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|
2017
Q1 | $134K | Buy |
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|
2016
Q4 | $79K | Sell |
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|
2016
Q3 | $81K | Buy |
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|
2016
Q2 | $44K | Sell |
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|
2016
Q1 | $62K | Sell |
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|
2015
Q4 | $60K | Buy |
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|
2015
Q3 | $58K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $28K | Buy |
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|
2014
Q4 | $1K | Sell |
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|
2014
Q3 | $4K | Buy |
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|
2014
Q2 | $2K | Hold |
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|
2014
Q1 | $2K | Hold |
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|
2013
Q4 | $1K | Sell |
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|
2013
Q3 | $17K | Buy |
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|
2013
Q2 | $6K | Buy |
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