Pathstone Family Office’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $648K | Buy |
7,640
+606
| +9% | +$51.4K | ﹤0.01% | 912 |
|
|
2023
Q2 | $700K | Sell |
7,034
-528
| -7% | -$52.6K | 0.01% | 609 |
|
|
2023
Q1 | $729K | Sell |
7,562
-7,822
| -51% | -$754K | 0.01% | 544 |
|
|
2022
Q4 | $1.41M | Sell |
15,384
-1,420
| -8% | -$130K | 0.01% | 628 |
|
|
2022
Q3 | $1.34M | Buy |
+16,804
| New | +$1.34M | 0.01% | 603 |
|
|
2019
Q2 | – | Sell |
-83
| Closed | -$4K | – | 695 |
|
|
2019
Q1 | $4K | Hold |
83
| – | – | ﹤0.01% | 626 |
|
|
2018
Q4 | $5K | Buy |
+83
| New | +$5K | ﹤0.01% | 369 |
|
|
2017
Q2 | – | Sell |
-6
| Closed | – | – | 449 |
|
|
2017
Q1 | $0 | Buy |
+6
| New | – | ﹤0.01% | 586 |
|