Tempus Wealth Planning’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $504K | Buy |
5,527
+37
| +0.7% | +$3.38K | 0.13% | 166 |
|
2025
Q1 | $502K | Buy |
5,490
+373
| +7% | +$34.1K | 0.15% | 148 |
|
2024
Q4 | $436K | Buy |
5,117
+275
| +6% | +$23.4K | 0.13% | 159 |
|
2024
Q3 | $424K | Buy |
4,842
+643
| +15% | +$56.3K | 0.16% | 140 |
|
2024
Q2 | $331K | Buy |
4,199
+222
| +6% | +$17.5K | 0.14% | 143 |
|
2024
Q1 | $359K | Buy |
3,977
+333
| +9% | +$30.1K | 0.16% | 137 |
|
2023
Q4 | $320K | Buy |
3,644
+300
| +9% | +$26.4K | 0.14% | 146 |
|
2023
Q3 | $283K | Buy |
3,344
+754
| +29% | +$63.7K | 0.14% | 132 |
|
2023
Q2 | $256K | Hold |
2,590
| – | – | 0.12% | 153 |
|
2023
Q1 | $249K | Sell |
2,590
-136
| -5% | -$13.1K | 0.12% | 148 |
|
2022
Q4 | $248K | Hold |
2,726
| – | – | 0.15% | 154 |
|
2022
Q3 | $217K | Buy |
2,726
+125
| +5% | +$9.95K | 0.14% | 161 |
|
2022
Q2 | $217K | Hold |
2,601
| – | – | 0.18% | 116 |
|
2022
Q1 | $214K | Buy |
+2,601
| New | +$214K | 0.15% | 130 |
|