Marks Group Wealth Management’s Amdocs DOX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.44M Sell
92,485
-1,511
-2% -$138K 0.78% 56
2025
Q1
$8.6M Buy
93,996
+3,164
+3% +$290K 0.83% 46
2024
Q4
$7.73M Sell
90,832
-3,369
-4% -$287K 0.76% 58
2024
Q3
$8.24M Buy
94,201
+1,619
+2% +$142K 0.79% 62
2024
Q2
$7.31M Buy
92,582
+16,952
+22% +$1.34M 0.77% 61
2024
Q1
$6.83M Buy
75,630
+555
+0.7% +$50.2K 0.71% 65
2023
Q4
$6.6M Buy
75,075
+915
+1% +$80.4K 0.75% 60
2023
Q3
$6.27M Buy
74,160
+436
+0.6% +$36.8K 0.78% 53
2023
Q2
$7.29M Buy
73,724
+684
+0.9% +$67.6K 0.87% 40
2023
Q1
$7.01M Buy
73,040
+106
+0.1% +$10.2K 0.9% 32
2022
Q4
$6.63M Buy
72,934
+253
+0.3% +$23K 0.91% 29
2022
Q3
$5.78M Buy
72,681
+1,680
+2% +$133K 0.88% 38
2022
Q2
$5.92M Sell
71,001
-14,197
-17% -$1.18M 0.85% 31
2022
Q1
$7M Buy
85,198
+5,020
+6% +$413K 0.88% 29
2021
Q4
$5.99M Buy
80,178
+7,508
+10% +$561K 0.73% 54
2021
Q3
$5.51M Buy
72,670
+339
+0.5% +$25.7K 0.75% 54
2021
Q2
$5.59M Sell
72,331
-13
-0% -$1.01K 0.77% 52
2021
Q1
$5.07M Sell
72,344
-4,255
-6% -$298K 0.75% 60
2020
Q4
$5.43M Buy
76,599
+83
+0.1% +$5.89K 0.85% 35
2020
Q3
$4.39M Buy
76,516
+46,263
+153% +$2.66M 0.79% 56
2020
Q2
$1.83M Buy
+30,253
New +$1.83M 0.37% 105