HWAM
Hennion & Walsh Asset Management’s Amdocs DOX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $686K | Buy |
7,518
+3,857
| +105% | +$352K | 0.03% | 581 |
|
|
2025
Q1 | $335K | Buy |
+3,661
| New | +$335K | 0.01% | 741 |
|
|
2024
Q3 | – | Sell |
-2,841
| Closed | -$224K | – | 880 |
|
|
2024
Q2 | $224K | Sell |
2,841
-263
| -8% | -$20.8K | 0.01% | 786 |
|
|
2024
Q1 | $281K | Sell |
3,104
-386
| -11% | -$34.9K | 0.02% | 706 |
|
|
2023
Q4 | $307K | Sell |
3,490
-91
| -3% | -$8K | 0.02% | 672 |
|
|
2023
Q3 | $303K | Sell |
3,581
-66
| -2% | -$5.58K | 0.02% | 644 |
|
|
2023
Q2 | $361K | Sell |
3,647
-38
| -1% | -$3.76K | 0.02% | 603 |
|
|
2023
Q1 | $354K | Buy |
3,685
+351
| +11% | +$33.7K | 0.02% | 593 |
|
|
2022
Q4 | $303K | Buy |
+3,334
| New | +$303K | 0.02% | 624 |
|
|
2022
Q1 | – | Sell |
-13,429
| Closed | -$1.01M | – | 777 |
|
|
2021
Q4 | $1.01M | Sell |
13,429
-843
| -6% | -$63.1K | 0.05% | 353 |
|
|
2021
Q3 | $1.08M | Buy |
14,272
+547
| +4% | +$41.4K | 0.06% | 337 |
|
|
2021
Q2 | $1.06M | Sell |
13,725
-205
| -1% | -$15.9K | 0.06% | 349 |
|
|
2021
Q1 | $977K | Buy |
+13,930
| New | +$977K | 0.06% | 360 |
|