Strategic Wealth Investment 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	$182	Buy	+2	New	+$182	﹤0.01%	147
2025 Q1	–	Sell	-11,483	Closed	-$978K	–	68
2024 Q4	$978K	Sell	11,483 -1,501	-12%	-$128K	0.11%	72
2024 Q3	$1.13M	Buy	12,984 +1,520	+13%	+$133K	0.12%	69
2024 Q2	$902K	Buy	+11,464	New	+$902K	0.11%	73