JFS Wealth Advisors’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.76K | Buy |
96
+6
| +7% | +$548 | ﹤0.01% | 906 |
|
|
2025
Q1 | $8.24K | Buy |
90
+9
| +11% | +$824 | ﹤0.01% | 943 |
|
|
2024
Q4 | $6.9K | Hold |
81
| – | – | ﹤0.01% | 989 |
|
|
2024
Q3 | $7.09K | Sell |
81
-14
| -15% | -$1.23K | ﹤0.01% | 983 |
|
|
2024
Q2 | $7.5K | Sell |
95
-2
| -2% | -$158 | ﹤0.01% | 886 |
|
|
2024
Q1 | $8.77K | Hold |
97
| – | – | ﹤0.01% | 868 |
|
|
2023
Q4 | $8.53K | Sell |
97
-6
| -6% | -$527 | ﹤0.01% | 830 |
|
|
2023
Q3 | $8.7K | Hold |
103
| – | – | ﹤0.01% | 777 |
|
|
2023
Q2 | $10.2K | Hold |
103
| – | – | ﹤0.01% | 725 |
|
|
2023
Q1 | $9.89K | Sell |
103
-5
| -5% | -$480 | ﹤0.01% | 726 |
|
|
2022
Q4 | $9.82K | Sell |
108
-63
| -37% | -$5.73K | ﹤0.01% | 719 |
|
|
2022
Q3 | $14K | Sell |
171
-289
| -63% | -$23.7K | ﹤0.01% | 637 |
|
|
2022
Q2 | $38K | Buy |
460
+35
| +8% | +$2.89K | ﹤0.01% | 445 |
|
|
2022
Q1 | $35K | Buy |
425
+156
| +58% | +$12.8K | ﹤0.01% | 489 |
|
|
2021
Q4 | $20K | Buy |
269
+26
| +11% | +$1.93K | ﹤0.01% | 565 |
|
|
2021
Q3 | $18K | Hold |
243
| – | – | ﹤0.01% | 556 |
|
|
2021
Q2 | $19K | Sell |
243
-24
| -9% | -$1.88K | ﹤0.01% | 374 |
|
|
2021
Q1 | $19K | Hold |
267
| – | – | ﹤0.01% | 344 |
|
|
2020
Q4 | $19K | Buy |
+267
| New | +$19K | ﹤0.01% | 334 |
|
|
2016
Q2 | – | Sell |
-14
| Closed | -$1K | – | 527 |
|
|
2016
Q1 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 564 |
|