Impact Partnership Wealth’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $360K | Buy |
+3,943
| New | +$360K | 0.07% | 191 |
|
|
2025
Q1 | – | Sell |
-2,511
| Closed | -$214K | – | 284 |
|
|
2024
Q4 | $214K | Buy |
+2,511
| New | +$214K | 0.04% | 266 |
|
|
2024
Q2 | – | Sell |
-1,447
| Closed | -$131K | – | 334 |
|
|
2024
Q1 | $131K | Sell |
1,447
-92
| -6% | -$8.32K | 0.05% | 222 |
|
|
2023
Q4 | $135K | Sell |
1,539
-489
| -24% | -$43K | 0.05% | 214 |
|
|
2023
Q3 | $171K | Buy |
+2,028
| New | +$171K | 0.05% | 203 |
|