GeoWealth 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 | $211K | Buy |
2,313
+585
| +34% | +$53.4K | 0.01% | 642 |
|
|
2025
Q1 | $158K | Sell |
1,728
-2,787
| -62% | -$255K | 0.01% | 711 |
|
|
2024
Q4 | $384K | Buy |
4,515
+2,595
| +135% | +$221K | 0.01% | 542 |
|
|
2024
Q3 | $168K | Sell |
1,920
-209
| -10% | -$18.3K | 0.01% | 764 |
|
|
2024
Q2 | $168K | Sell |
2,129
-123
| -5% | -$9.71K | 0.01% | 721 |
|
|
2024
Q1 | $204K | Buy |
2,252
+420
| +23% | +$38K | 0.01% | 686 |
|
|
2023
Q4 | $162K | Buy |
1,832
+1,124
| +159% | +$99.4K | 0.01% | 536 |
|
|
2023
Q3 | $60K | Buy |
708
+197
| +39% | +$16.7K | 0.01% | 381 |
|
|
2023
Q2 | $51K | Sell |
511
-322
| -39% | -$32.1K | 0.01% | 331 |
|
|
2023
Q1 | $80K | Buy |
+833
| New | +$80K | 0.01% | 258 |
|