Petrus Trust Company’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,400
| Closed | -$204K | – | 643 |
|
|
2024
Q4 | $204K | Buy |
+2,400
| New | +$204K | 0.02% | 543 |
|
|
2024
Q3 | – | Sell |
-5,015
| Closed | -$396K | – | 602 |
|
|
2024
Q2 | $396K | Hold |
5,015
| – | – | 0.04% | 321 |
|
|
2024
Q1 | $453K | Sell |
5,015
-4,887
| -49% | -$442K | 0.04% | 255 |
|
|
2023
Q4 | $870K | Hold |
9,902
| – | – | 0.08% | 59 |
|
|
2023
Q3 | $837K | Buy |
9,902
+6,039
| +156% | +$510K | 0.09% | 58 |
|
|
2023
Q2 | $382K | Buy |
+3,863
| New | +$382K | 0.04% | 265 |
|
|
2020
Q3 | – | Sell |
-5,031
| Closed | -$306K | – | 295 |
|
|
2020
Q2 | $306K | Buy |
+5,031
| New | +$306K | 0.04% | 73 |
|