Integrated Wealth Concepts’s Amdocs DOX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.93M Sell
2025
Q1
$4.55M Buy
2024
Q4
$1.48M Sell
2024
Q3
$1.7M Buy
2024
Q2
$863K Buy
2024
Q1
$904K Buy
2023
Q4
$782K Buy
2023
Q3
$735K Buy
2023
Q2
$444K Buy