GIM
Groesbeck Investment Management’s Amdocs DOX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $395K | Sell |
4,316
-646
| -13% | -$59.1K | 0.55% | 59 |
|
|
2024
Q4 | $422K | Sell |
4,962
-2,400
| -33% | -$204K | 0.55% | 58 |
|
|
2024
Q3 | $644K | Sell |
7,362
-1,518
| -17% | -$133K | 0.95% | 40 |
|
|
2024
Q2 | $701K | Buy |
8,880
+718
| +9% | +$56.7K | 0.97% | 37 |
|
|
2024
Q1 | $738K | Sell |
8,162
-1,300
| -14% | -$118K | 0.79% | 42 |
|
|
2023
Q4 | $832K | Hold |
9,462
| – | – | 1.15% | 31 |
|
|
2023
Q3 | $799K | Buy |
9,462
+819
| +9% | +$69.2K | 1.21% | 28 |
|
|
2023
Q2 | $854K | Sell |
8,643
-1,333
| -13% | -$132K | 1.3% | 26 |
|
|
2023
Q1 | $958K | Hold |
9,976
| – | – | 1.44% | 21 |
|
|
2022
Q4 | $907K | Sell |
9,976
-100
| -1% | -$9.09K | 1.52% | 21 |
|
|
2022
Q3 | $839K | Hold |
10,076
| – | – | 1.38% | 22 |
|
|
2022
Q2 | $839K | Sell |
10,076
-421
| -4% | -$35.1K | 1.38% | 22 |
|
|
2022
Q1 | $863K | Buy |
10,497
+145
| +1% | +$11.9K | 0.97% | 37 |
|
|
2021
Q4 | $775K | Hold |
10,352
| – | – | 0.98% | 34 |
|
|
2021
Q3 | $784K | Sell |
10,352
-1,658
| -14% | -$126K | 0.91% | 38 |
|
|
2021
Q2 | $929K | Buy |
12,010
+1,351
| +13% | +$105K | 1.18% | 28 |
|
|
2021
Q1 | $748K | Buy |
10,659
+2,900
| +37% | +$204K | 1.08% | 31 |
|
|
2020
Q4 | $550K | Buy |
7,759
+754
| +11% | +$53.4K | 0.9% | 43 |
|
|
2020
Q3 | $402K | Hold |
7,005
| – | – | 0.75% | 52 |
|
|
2020
Q2 | $426K | Buy |
+7,005
| New | +$426K | 0.84% | 50 |
|