Intrepid Financial Planning Group’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $525K | Sell |
5,758
-17
| -0.3% | -$1.55K | 0.22% | 66 |
|
|
2025
Q1 | $528K | Sell |
5,775
-740
| -11% | -$67.7K | 0.24% | 63 |
|
|
2024
Q4 | $555K | Sell |
6,515
-265
| -4% | -$22.6K | 0.23% | 66 |
|
|
2024
Q3 | $593K | Sell |
6,780
-450
| -6% | -$39.4K | 0.25% | 64 |
|
|
2024
Q2 | $571K | Sell |
7,230
-7
| -0.1% | -$552 | 0.24% | 63 |
|
|
2024
Q1 | $654K | Buy |
7,237
+7
| +0.1% | +$633 | 0.28% | 57 |
|
|
2023
Q4 | $635K | Hold |
7,230
| – | – | 0.3% | 55 |
|
|
2023
Q3 | $611K | Sell |
7,230
-90
| -1% | -$7.6K | 0.32% | 55 |
|
|
2023
Q2 | $724K | Sell |
7,320
-8,809
| -55% | -$871K | 0.35% | 54 |
|
|
2023
Q1 | $1.55M | Sell |
16,129
-715
| -4% | -$68.7K | 0.78% | 37 |
|
|
2022
Q4 | $1.53M | Sell |
16,844
-1,687
| -9% | -$153K | 0.83% | 30 |
|
|
2022
Q3 | $1.47M | Hold |
18,531
| – | – | 0.84% | 31 |
|
|
2022
Q2 | $1.54M | Buy |
+18,531
| New | +$1.54M | 0.85% | 30 |
|