GW Henssler & Associates’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.4M | Buy |
113,895
+9,705
| +9% | +$885K | 0.56% | 73 |
|
|
2025
Q1 | $9.53M | Buy |
104,190
+28,474
| +38% | +$2.61M | 0.55% | 67 |
|
|
2024
Q4 | $6.62M | Sell |
75,716
-468
| -0.6% | -$40.9K | 0.38% | 70 |
|
|
2024
Q3 | $6.66M | Buy |
+76,184
| New | +$6.66M | 0.38% | 70 |
|
|
2023
Q3 | – | Sell |
-3,316
| Closed | -$328K | – | 225 |
|
|
2023
Q2 | $328K | Sell |
3,316
-600
| -15% | -$59.3K | 0.02% | 137 |
|
|
2023
Q1 | $376K | Buy |
3,916
+42
| +1% | +$4.03K | 0.03% | 135 |
|
|
2022
Q4 | $352K | Hold |
3,874
| – | – | 0.02% | 136 |
|
|
2022
Q3 | $308K | Sell |
3,874
-104
| -3% | -$8.27K | 0.02% | 141 |
|
|
2022
Q2 | $331K | Sell |
3,978
-2,429
| -38% | -$202K | 0.02% | 134 |
|
|
2022
Q1 | $527K | Hold |
6,407
| – | – | 0.03% | 116 |
|
|
2021
Q4 | $479K | Buy |
+6,407
| New | +$479K | 0.03% | 137 |
|
|
2021
Q3 | – | Sell |
-6,422
| Closed | -$497K | – | 141 |
|
|
2021
Q2 | $497K | Sell |
6,422
-80
| -1% | -$6.19K | 0.03% | 131 |
|
|
2021
Q1 | $456K | Hold |
6,502
| – | – | 0.03% | 134 |
|
|
2020
Q4 | $461K | Buy |
6,502
+83
| +1% | +$5.89K | 0.04% | 126 |
|
|
2020
Q3 | $369K | Buy |
6,419
+220
| +4% | +$12.6K | 0.03% | 135 |
|
|
2020
Q2 | $377K | Sell |
6,199
-2,030
| -25% | -$123K | 0.03% | 116 |
|
|
2020
Q1 | $452K | Sell |
8,229
-332
| -4% | -$18.2K | 0.05% | 106 |
|
|
2019
Q4 | $618K | Buy |
8,561
+1,261
| +17% | +$91K | 0.05% | 113 |
|
|
2019
Q3 | $483K | Sell |
7,300
-1,500
| -17% | -$99.2K | 0.04% | 114 |
|
|
2019
Q2 | $546K | Buy |
+8,800
| New | +$546K | 0.05% | 111 |
|