Phillips Wealth Planners’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Buy |
+2,256
| New | +$209K | 0.19% | 182 |
|
|
2024
Q4 | – | Sell |
-2,272
| Closed | -$204K | – | 179 |
|
|
2024
Q3 | $204K | Buy |
+2,272
| New | +$204K | 0.2% | 190 |
|
|
2024
Q1 | – | Sell |
-2,233
| Closed | -$203K | – | 179 |
|
|
2023
Q4 | $203K | Buy |
+2,233
| New | +$203K | 0.24% | 151 |
|
|
2023
Q3 | – | Sell |
-2,417
| Closed | -$239K | – | 148 |
|
|
2023
Q2 | $239K | Buy |
+2,417
| New | +$239K | 0.31% | 121 |
|