Plante Moran Financial Advisors’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 |
-102
| Closed | -$8.68K | – | 835 |
|
|
2024
Q4 | $8.68K | Buy |
+102
| New | +$8.68K | ﹤0.01% | 599 |
|
|
2022
Q4 | – | Sell |
-56
| Closed | -$4K | – | 892 |
|
|
2022
Q3 | $4K | Hold |
56
| – | – | ﹤0.01% | 722 |
|
|
2022
Q2 | $5K | Hold |
56
| – | – | ﹤0.01% | 703 |
|
|
2022
Q1 | $5K | Hold |
56
| – | – | ﹤0.01% | 675 |
|
|
2021
Q4 | $4K | Sell |
56
-74
| -57% | -$5.29K | ﹤0.01% | 844 |
|
|
2021
Q3 | $10K | Hold |
130
| – | – | ﹤0.01% | 688 |
|
|
2021
Q2 | $10K | Hold |
130
| – | – | ﹤0.01% | 676 |
|
|
2021
Q1 | $9K | Hold |
130
| – | – | ﹤0.01% | 667 |
|
|
2020
Q4 | $9K | Buy |
130
+56
| +76% | +$3.88K | ﹤0.01% | 639 |
|
|
2020
Q3 | $4K | Hold |
74
| – | – | ﹤0.01% | 708 |
|
|
2020
Q2 | $5K | Hold |
74
| – | – | ﹤0.01% | 589 |
|
|
2020
Q1 | $4K | Hold |
74
| – | – | ﹤0.01% | 588 |
|
|
2019
Q4 | $5K | Buy |
+74
| New | +$5K | ﹤0.01% | 609 |
|
|
2018
Q4 | – | Sell |
-64
| Closed | -$4K | – | 902 |
|
|
2018
Q3 | $4K | Buy |
+64
| New | +$4K | ﹤0.01% | 604 |
|
|
2015
Q3 | – | Sell |
-25
| Closed | -$1K | – | 710 |
|
|
2015
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 695 |
|
|
2015
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 688 |
|
|
2014
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 776 |
|
|
2014
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 764 |
|
|
2014
Q2 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 790 |
|