Trivium Point Advisory’s Amdocs DOX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$665K Buy
7,285
+734
+11% +$67K 0.07% 218
2025
Q1
$599K Hold
6,551
0.07% 213
2024
Q4
$558K Sell
6,551
-17
-0.3% -$1.45K 0.07% 213
2024
Q3
$576K Buy
6,568
+68
+1% +$5.97K 0.08% 211
2024
Q2
$513K Hold
6,500
0.08% 209
2024
Q1
$587K Hold
6,500
0.13% 146
2023
Q4
$571K Hold
6,500
0.14% 140
2023
Q3
$546K Hold
6,500
0.15% 139
2023
Q2
$643K Hold
6,500
0.17% 137
2023
Q1
$624K Hold
6,500
0.17% 137
2022
Q4
$597K Hold
6,500
0.17% 132
2022
Q3
$534K Hold
6,500
0.17% 140
2022
Q2
$541K Hold
6,500
0.16% 140
2022
Q1
$536K Hold
6,500
0.12% 165
2021
Q4
$486K Hold
6,500
0.1% 166
2021
Q3
$505K Hold
6,500
0.12% 153
2021
Q2
$503K Hold
6,500
0.13% 153
2021
Q1
$456K Hold
6,500
0.12% 150
2020
Q4
$459K Hold
6,500
0.13% 143
2020
Q3
$373K Hold
6,500
0.13% 135
2020
Q2
$386K Hold
6,500
0.15% 124
2020
Q1
$377K Hold
6,500
0.19% 110
2019
Q4
$469K Sell
6,500
-1,708
-21% -$123K 0.18% 121
2019
Q3
$539K Buy
8,208
+142
+2% +$9.33K 0.25% 114
2019
Q2
$501K Sell
8,066
-8
-0.1% -$497 0.22% 121
2019
Q1
$437K Buy
8,074
+8
+0.1% +$433 0.2% 124
2018
Q4
$473K Buy
+8,066
New +$473K 0.29% 111