Intrepid Financial Planning Group’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
$525K Sell
2025
Q1
$528K Sell
2024
Q4
$555K Sell
2024
Q3
$593K Sell
2024
Q2
$571K Sell
2024
Q1
$654K Buy
2023
Q4
$635K Hold
2023
Q3
$611K Sell
2023
Q2
$724K Sell
2023
Q1
$1.55M Sell
2022
Q4
$1.53M Sell
2022
Q3
$1.47M Hold
2022
Q2
$1.54M Buy