Morningstar Investment 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 | $258K | Buy |
+2,827
| New | +$258K | 0.02% | 175 |
|
2025
Q1 | – | Sell |
-3,046
| Closed | -$259K | – | 116 |
|
2024
Q4 | $259K | Hold |
3,046
| – | – | 0.02% | 179 |
|
2024
Q3 | $272K | Sell |
3,046
-80
| -3% | -$7.14K | 0.03% | 173 |
|
2024
Q2 | $247K | Hold |
3,126
| – | – | 0.03% | 169 |
|
2024
Q1 | $282K | Hold |
3,126
| – | – | 0.03% | 162 |
|
2023
Q4 | $275K | Sell |
3,126
-61
| -2% | -$5.37K | 0.03% | 161 |
|
2023
Q3 | $269K | Hold |
3,187
| – | – | 0.04% | 134 |
|
2023
Q2 | $315K | Buy |
+3,187
| New | +$315K | 0.04% | 125 |
|