Geneos Wealth Management’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57.6K | Sell |
632
-155
| -20% | -$14.1K | ﹤0.01% | 1492 |
|
|
2025
Q1 | $148K | Buy |
787
+564
| +253% | +$106K | ﹤0.01% | 1369 |
|
|
2024
Q4 | $19K | Sell |
223
-155
| -41% | -$13.2K | ﹤0.01% | 1751 |
|
|
2024
Q3 | $33.1K | Buy |
378
+298
| +373% | +$26.1K | ﹤0.01% | 1352 |
|
|
2024
Q2 | $6.32K | Sell |
80
-4
| -5% | -$316 | ﹤0.01% | 1666 |
|
|
2024
Q1 | $7.6K | Hold |
84
| – | – | ﹤0.01% | 1609 |
|
|
2023
Q4 | $7.39K | Buy |
84
+7
| +9% | +$616 | ﹤0.01% | 1627 |
|
|
2023
Q3 | $6.51K | Buy |
+77
| New | +$6.51K | ﹤0.01% | 1669 |
|
|
2022
Q4 | – | Sell |
-55
| Closed | -$4K | – | 2036 |
|
|
2022
Q3 | $4K | Hold |
55
| – | – | ﹤0.01% | 1727 |
|
|
2022
Q2 | $4K | Sell |
55
-13
| -19% | -$945 | ﹤0.01% | 2248 |
|
|
2022
Q1 | $5K | Buy |
68
+13
| +24% | +$956 | ﹤0.01% | 2322 |
|
|
2021
Q4 | $4K | Hold |
55
| – | – | ﹤0.01% | 2450 |
|
|
2021
Q3 | $4K | Hold |
55
| – | – | ﹤0.01% | 2498 |
|
|
2021
Q2 | $4K | Sell |
55
-8
| -13% | -$582 | ﹤0.01% | 2501 |
|
|
2021
Q1 | $4K | Buy |
+63
| New | +$4K | ﹤0.01% | 2709 |
|
|
2019
Q4 | – | Sell |
-45
| Closed | -$2K | – | 2548 |
|
|
2019
Q3 | $2K | Buy |
+45
| New | +$2K | ﹤0.01% | 2293 |
|
|
2019
Q1 | – | Sell |
-43
| Closed | -$2K | – | 2419 |
|
|
2018
Q4 | $2K | Buy |
+43
| New | +$2K | ﹤0.01% | 2187 |
|