J.P. Morgan Private Wealth Advisors’s Amdocs DOX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.87M | Buy |
22,075
+367
| +2% | +$31K | 0.01% | 759 |
|
|
2023
Q2 | $2.15M | Sell |
21,708
-2,586
| -11% | -$256K | 0.01% | 542 |
|
|
2023
Q1 | $2.33M | Sell |
24,294
-935
| -4% | -$89.8K | ﹤0.01% | 824 |
|
|
2022
Q4 | $2.29M | Sell |
25,229
-2,005
| -7% | -$182K | 0.01% | 795 |
|
|
2022
Q3 | $2.16M | Sell |
27,234
-1,062
| -4% | -$84.4K | 0.01% | 813 |
|
|
2022
Q2 | $2.36M | Sell |
28,296
-190
| -0.7% | -$15.8K | 0.01% | 790 |
|
|
2022
Q1 | $2.34M | Buy |
28,486
+8,964
| +46% | +$737K | 0.01% | 847 |
|
|
2021
Q4 | $1.46M | Buy |
19,522
+3,139
| +19% | +$235K | ﹤0.01% | 1060 |
|
|
2021
Q3 | $1.24M | Buy |
16,383
+1,635
| +11% | +$124K | ﹤0.01% | 1113 |
|
|
2021
Q2 | $1.14M | Buy |
14,748
+6,676
| +83% | +$516K | ﹤0.01% | 1130 |
|
|
2021
Q1 | $566K | Buy |
8,072
+1,039
| +15% | +$72.9K | ﹤0.01% | 1259 |
|
|
2020
Q4 | $499K | Sell |
7,033
-767
| -10% | -$54.4K | ﹤0.01% | 1290 |
|
|
2020
Q3 | $448K | Sell |
7,800
-159
| -2% | -$9.13K | ﹤0.01% | 1203 |
|
|
2020
Q2 | $485K | Buy |
7,959
+515
| +7% | +$31.4K | ﹤0.01% | 1116 |
|
|
2020
Q1 | $409K | Sell |
7,444
-11
| -0.1% | -$604 | ﹤0.01% | 1006 |
|
|
2019
Q4 | $538K | Buy |
7,455
+697
| +10% | +$50.3K | ﹤0.01% | 1023 |
|
|
2019
Q3 | $447K | Buy |
+6,758
| New | +$447K | ﹤0.01% | 1041 |
|
|
2019
Q2 | – | Sell |
-3,897
| Closed | -$211K | – | 1392 |
|
|
2019
Q1 | $211K | Sell |
3,897
-1,238
| -24% | -$67K | ﹤0.01% | 1359 |
|
|
2018
Q4 | $301K | Sell |
5,135
-2,308
| -31% | -$135K | ﹤0.01% | 1170 |
|
|
2018
Q3 | $491K | Sell |
7,443
-2,565
| -26% | -$169K | ﹤0.01% | 1078 |
|
|
2018
Q2 | $662K | Buy |
10,008
+70
| +0.7% | +$4.63K | ﹤0.01% | 910 |
|
|
2018
Q1 | $664K | Sell |
9,938
-80
| -0.8% | -$5.35K | ﹤0.01% | 778 |
|
|
2017
Q4 | $656K | Buy |
10,018
+75
| +0.8% | +$4.91K | ﹤0.01% | 778 |
|
|
2017
Q3 | $639K | Buy |
9,943
+273
| +3% | +$17.5K | ﹤0.01% | 762 |
|
|
2017
Q2 | $624K | Sell |
9,670
-353
| -4% | -$22.8K | ﹤0.01% | 767 |
|
|
2017
Q1 | $611K | Buy |
10,023
+690
| +7% | +$42.1K | ﹤0.01% | 784 |
|
|
2016
Q4 | $544K | Buy |
9,333
+1,417
| +18% | +$82.6K | ﹤0.01% | 773 |
|
|
2016
Q3 | $458K | Buy |
7,916
+3,031
| +62% | +$175K | ﹤0.01% | 820 |
|
|
2016
Q2 | $282K | Sell |
4,885
-4,132
| -46% | -$239K | ﹤0.01% | 1009 |
|
|
2016
Q1 | $545K | Buy |
9,017
+4,937
| +121% | +$298K | 0.01% | 729 |
|
|
2015
Q4 | $223K | Sell |
4,080
-218
| -5% | -$11.9K | ﹤0.01% | 986 |
|
|
2015
Q3 | $244K | Buy |
4,298
+420
| +11% | +$23.8K | ﹤0.01% | 858 |
|
|
2015
Q2 | $212K | Buy |
+3,878
| New | +$212K | ﹤0.01% | 952 |
|