KWM
Kingsview Wealth Management’s Amdocs DOX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-31,582
| Closed | -$2.89M | – | 1178 |
|
|
2025
Q1 | $2.89M | Buy |
+31,582
| New | +$2.89M | 0.05% | 304 |
|
|
2022
Q4 | – | Sell |
-6,133
| Closed | -$487K | – | 856 |
|
|
2022
Q3 | $487K | Buy |
+6,133
| New | +$487K | 0.02% | 510 |
|
|
2021
Q3 | – | Sell |
-10,191
| Closed | -$805K | – | 851 |
|
|
2021
Q2 | $805K | Buy |
+10,191
| New | +$805K | 0.04% | 428 |
|