EWM
Empirical Wealth Management’s Amdocs DOX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,625
| Closed | -$240K | – | 699 |
|
|
2025
Q1 | $240K | Sell |
2,625
-119,845
| -98% | -$11M | 0.01% | 560 |
|
|
2024
Q4 | $10.4M | Buy |
122,470
+17,221
| +16% | +$1.47M | 0.28% | 74 |
|
|
2024
Q3 | $9.21M | Buy |
105,249
+24,501
| +30% | +$2.14M | 0.26% | 84 |
|
|
2024
Q2 | $6.37M | Sell |
80,748
-7,540
| -9% | -$595K | 0.19% | 98 |
|
|
2024
Q1 | $7.98M | Buy |
88,288
+15,732
| +22% | +$1.42M | 0.24% | 80 |
|
|
2023
Q4 | $6.38M | Sell |
72,556
-541
| -0.7% | -$47.6K | 0.21% | 93 |
|
|
2023
Q3 | $6.18M | Buy |
73,097
+7,933
| +12% | +$670K | 0.24% | 83 |
|
|
2023
Q2 | $6.44M | Buy |
+65,164
| New | +$6.44M | 0.26% | 77 |
|
|
2022
Q1 | – | Sell |
-4,656
| Closed | -$348K | – | 510 |
|
|
2021
Q4 | $348K | Sell |
4,656
-1,965
| -30% | -$147K | 0.02% | 400 |
|
|
2021
Q3 | $501K | Buy |
+6,621
| New | +$501K | 0.03% | 299 |
|