Simon Quick Advisors’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $562K | Buy |
6,155
+1,906
| +45% | +$174K | 0.02% | 401 |
|
|
2025
Q1 | $389K | Buy |
4,249
+1,177
| +38% | +$108K | 0.02% | 361 |
|
|
2024
Q4 | $262K | Sell |
3,072
-68
| -2% | -$5.79K | 0.02% | 379 |
|
|
2024
Q3 | $275K | Buy |
3,140
+113
| +4% | +$9.89K | 0.02% | 341 |
|
|
2024
Q2 | $239K | Buy |
3,027
+425
| +16% | +$33.5K | 0.02% | 328 |
|
|
2024
Q1 | $235K | Buy |
2,602
+83
| +3% | +$7.5K | 0.02% | 363 |
|
|
2023
Q4 | $221K | Sell |
2,519
-35
| -1% | -$3.08K | 0.02% | 294 |
|
|
2023
Q3 | $216K | Buy |
+2,554
| New | +$216K | 0.02% | 294 |
|
|
2020
Q4 | – | Sell |
-558
| Closed | -$32K | – | 461 |
|
|
2020
Q3 | $32K | Sell |
558
-808
| -59% | -$46.3K | 0.01% | 249 |
|
|
2020
Q2 | $83K | Hold |
1,366
| – | – | 0.03% | 144 |
|
|
2020
Q1 | $75K | Buy |
1,366
+1,327
| +3,403% | +$72.9K | 0.03% | 149 |
|
|
2019
Q4 | $3K | Buy |
+39
| New | +$3K | ﹤0.01% | 541 |
|
|
2018
Q4 | – | Sell |
-12
| Closed | -$1K | – | 334 |
|
|
2018
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 303 |
|
|
2018
Q2 | $0 | Hold |
12
| – | – | ﹤0.01% | 355 |
|
|
2018
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 298 |
|
|
2017
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 424 |
|