SVB Wealth’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-471
| Closed | -$43.1K | – | 818 |
|
|
2025
Q1 | $43.1K | Buy |
+471
| New | +$43.1K | ﹤0.01% | 573 |
|
|
2023
Q3 | – | Sell |
-2,285
| Closed | -$226K | – | 882 |
|
|
2023
Q2 | $226K | Sell |
2,285
-42
| -2% | -$4.15K | ﹤0.01% | 788 |
|
|
2023
Q1 | $223K | Sell |
2,327
-106
| -4% | -$10.2K | ﹤0.01% | 838 |
|
|
2022
Q4 | $221K | Buy |
+2,433
| New | +$221K | ﹤0.01% | 875 |
|
|
2021
Q3 | – | Sell |
-2,607
| Closed | -$202K | – | 1017 |
|
|
2021
Q2 | $202K | Buy |
+2,607
| New | +$202K | ﹤0.01% | 891 |
|