JFS Wealth Advisors’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.43K | Sell |
28
-13
| -32% | -$797 | ﹤0.01% | 1712 |
|
|
2026
Q1 | $2.69K | Sell |
41
-73
| -64% | -$5.34K | ﹤0.01% | 1423 |
|
|
2025
Q4 | $9.2K | Buy |
114
+19
| +20% | +$1.53K | ﹤0.01% | 1010 |
|
|
2025
Q3 | $7.79K | Sell |
95
-1
| -1% | -$87 | ﹤0.01% | 973 |
|
|
2025
Q2 | $8.76K | Buy |
96
+6
| +7% | +$536 | ﹤0.01% | 906 |
|
|
2025
Q1 | $8.23K | Buy |
90
+9
| +11% | +$786 | ﹤0.01% | 943 |
|
|
2024
Q4 | $6.9K | Hold |
81
| – | – | ﹤0.01% | 989 |
|
|
2024
Q3 | $7.09K | Sell |
81
-14
| -15% | -$1.18K | ﹤0.01% | 983 |
|
|
2024
Q2 | $7.5K | Sell |
95
-2
| -2% | -$164 | ﹤0.01% | 886 |
|
|
2024
Q1 | $8.77K | Hold |
97
| – | – | ﹤0.01% | 868 |
|
|
2023
Q4 | $8.53K | Sell |
97
-6
| -6% | -$500 | ﹤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% | -$463 | ﹤0.01% | 726 |
|
|
2022
Q4 | $9.82K | Sell |
108
-63
| -37% | -$5.36K | ﹤0.01% | 719 |
|
|
2022
Q3 | $14K | Sell |
171
-289
| -63% | -$24.5K | ﹤0.01% | 637 |
|
|
2022
Q2 | $38K | Buy |
460
+35
| +8% | +$2.88K | ﹤0.01% | 445 |
|
|
2022
Q1 | $35K | Buy |
425
+156
| +58% | +$12.2K | ﹤0.01% | 489 |
|
|
2021
Q4 | $20K | Buy |
269
+26
| +11% | +$1.95K | ﹤0.01% | 565 |
|
|
2021
Q3 | $18K | Hold |
243
| – | – | ﹤0.01% | 556 |
|
|
2021
Q2 | $19K | Sell |
243
-24
| -9% | -$1.85K | ﹤0.01% | 374 |
|
|
2021
Q1 | $19K | Hold |
267
| – | – | ﹤0.01% | 344 |
|
|
2020
Q4 | $19K | Buy |
+267
| New | +$16.8K | ﹤0.01% | 335 |
|
|
2016
Q2 | – | Sell |
-14
| Closed | -$1K | – | 527 |
|
|
2016
Q1 | $1K | Buy |
+14
| New | +$784 | ﹤0.01% | 564 |
|
Other funds holding DOX
WCM
WA
HWAM
CI
GPWM
FB
DAS
MCP
CWA