Laird Norton Wetherby Wealth Management’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-3,322
| Closed | -$303K | – | 940 |
|
|
2025
Q2 | $303K | Buy |
+3,322
| New | +$297K | 0.01% | 716 |
|
|
2024
Q4 | $206K | Sell |
2,418
-113
| -4% | -$9.92K | 0.01% | 827 |
|
|
2024
Q3 | $221K | Sell |
2,531
-233
| -8% | -$19.6K | 0.01% | 831 |
|
|
2024
Q2 | $218K | Sell |
2,764
-369
| -12% | -$30.3K | 0.01% | 824 |
|
|
2024
Q1 | $283K | Sell |
3,133
-10
| -0.3% | -$911 | 0.01% | 758 |
|
|
2023
Q4 | $276K | Buy |
3,143
+189
| +6% | +$15.7K | 0.01% | 748 |
|
|
2023
Q3 | $250K | Sell |
2,954
-191
| -6% | -$17.3K | 0.01% | 739 |
|
|
2023
Q2 | $311K | Sell |
3,145
-42
| -1% | -$3.95K | 0.02% | 703 |
|
|
2023
Q1 | $306K | Buy |
3,187
+48
| +2% | +$4.44K | 0.02% | 699 |
|
|
2022
Q4 | $285K | Sell |
3,139
-121
| -4% | -$10.3K | 0.02% | 701 |
|
|
2022
Q3 | $259K | Buy |
3,260
+168
| +5% | +$14.2K | 0.02% | 706 |
|
|
2022
Q2 | $258K | Buy |
3,092
+178
| +6% | +$14.7K | 0.02% | 732 |
|
|
2022
Q1 | $240K | Buy |
2,914
+13
| +0.4% | +$1.02K | 0.01% | 791 |
|
|
2021
Q4 | $217K | Sell |
2,901
-27
| -0.9% | -$2.03K | 0.01% | 834 |
|
|
2021
Q3 | $222K | Buy |
2,928
+57
| +2% | +$4.41K | 0.01% | 824 |
|
|
2021
Q2 | $222K | Sell |
2,871
-133
| -4% | -$10.3K | 0.01% | 830 |
|
|
2021
Q1 | $211K | Buy |
3,004
+53
| +2% | +$4K | 0.02% | 725 |
|
|
2020
Q4 | $209K | Buy |
+2,951
| New | +$185K | 0.01% | 808 |
|
|
2020
Q1 | – | Sell |
-3,111
| Closed | -$225K | – | 702 |
|
|
2019
Q4 | $225K | Sell |
3,111
-23
| -0.7% | -$1.57K | 0.02% | 630 |
|
|
2019
Q3 | $207K | Buy |
+3,134
| New | +$201K | 0.02% | 653 |
|
|
2019
Q1 | – | Sell |
-3,650
| Closed | -$214K | – | 666 |
|
|
2018
Q4 | $214K | Buy |
3,650
+7
| +0.2% | +$439 | 0.03% | 566 |
|
|
2018
Q3 | $240K | Sell |
3,643
-11
| -0.3% | -$728 | 0.03% | 567 |
|
|
2018
Q2 | $242K | Sell |
3,654
-161
| -4% | -$10.8K | 0.03% | 537 |
|
|
2018
Q1 | $255K | Buy |
3,815
+31
| +0.8% | +$2.08K | 0.04% | 523 |
|
|
2017
Q4 | $248K | Buy |
3,784
+100
| +3% | +$6.49K | 0.03% | 516 |
|
|
2017
Q3 | $237K | Sell |
3,684
-25
| -0.7% | -$1.61K | 0.04% | 518 |
|
|
2017
Q2 | $239K | Sell |
3,709
-103
| -3% | -$6.5K | 0.04% | 490 |
|
|
2017
Q1 | $232K | Buy |
3,812
+162
| +4% | +$9.74K | 0.04% | 485 |
|
|
2016
Q4 | $213K | Hold |
3,650
| – | – | 0.04% | 487 |
|
|
2016
Q3 | $211K | Sell |
3,650
-28
| -0.8% | -$1.65K | 0.04% | 482 |
|
|
2016
Q2 | $212K | Buy |
3,678
+10
| +0.3% | +$573 | 0.05% | 447 |
|
|
2016
Q1 | $222K | Sell |
3,668
-660
| -15% | -$37K | 0.05% | 408 |
|
|
2015
Q4 | $236K | Sell |
4,328
-23
| -0.5% | -$1.32K | 0.06% | 382 |
|
|
2015
Q3 | $247K | Buy |
4,351
+329
| +8% | +$18.8K | 0.06% | 363 |
|
|
2015
Q2 | $220K | Sell |
4,022
-37
| -0.9% | -$2.04K | 0.05% | 405 |
|
|
2015
Q1 | $221K | Buy |
+4,059
| New | +$205K | 0.05% | 408 |
|
Other funds holding DOX
BGC
BIP
