Sierra Summit 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 |
-7,127
| Closed | -$607K | – | 181 |
|
|
2024
Q4 | $607K | Buy |
7,127
+1,626
| +30% | +$138K | 0.12% | 90 |
|
|
2024
Q3 | $481K | Buy |
5,501
+1,178
| +27% | +$103K | 0.11% | 102 |
|
|
2024
Q2 | $341K | Buy |
4,323
+339
| +9% | +$26.8K | 0.08% | 123 |
|
|
2024
Q1 | $360K | Buy |
3,984
+49
| +1% | +$4.43K | 0.1% | 113 |
|
|
2023
Q4 | $346K | Buy |
+3,935
| New | +$346K | 0.1% | 113 |
|