Private Wealth Management Group’s Amdocs DOX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.37K Hold
26
﹤0.01% 1033
2025
Q1
$2.38K Sell
26
-9
-26% -$824 ﹤0.01% 996
2024
Q4
$2.98K Hold
35
﹤0.01% 943
2024
Q3
$3.06K Hold
35
﹤0.01% 912
2024
Q2
$2.76K Hold
35
﹤0.01% 935
2024
Q1
$3.16K Hold
35
﹤0.01% 790
2023
Q4
$3.08K Buy
+35
New +$3.08K ﹤0.01% 795