Integrated Wealth Concepts’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.93M | Sell |
43,126
-6,620
| -13% | -$604K | 0.04% | 393 |
|
|
2025
Q1 | $4.55M | Buy |
49,746
+32,354
| +186% | +$2.96M | 0.05% | 339 |
|
|
2024
Q4 | $1.48M | Sell |
17,392
-1,987
| -10% | -$169K | 0.02% | 659 |
|
|
2024
Q3 | $1.7M | Buy |
19,379
+8,439
| +77% | +$738K | 0.02% | 592 |
|
|
2024
Q2 | $863K | Buy |
10,940
+941
| +9% | +$74.3K | 0.01% | 825 |
|
|
2024
Q1 | $904K | Buy |
9,999
+1,106
| +12% | +$100K | 0.01% | 797 |
|
|
2023
Q4 | $782K | Buy |
8,893
+198
| +2% | +$17.4K | 0.01% | 814 |
|
|
2023
Q3 | $735K | Buy |
8,695
+4,207
| +94% | +$355K | 0.01% | 821 |
|
|
2023
Q2 | $444K | Buy |
+4,488
| New | +$444K | 0.01% | 1040 |
|