EP Wealth Advisors’s Amdocs DOX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$441K	Sell	4,831 -601	-11%	-$54.8K	﹤0.01%	831
2025 Q1	$497K	Buy	5,432 +1,151	+27%	+$105K	﹤0.01%	711
2024 Q4	$365K	Buy	+4,281	New	+$365K	﹤0.01%	793