True Wealth Design’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.74K | Buy |
41
+19
| +86% | +$1.73K | ﹤0.01% | 925 |
|
|
2025
Q1 | $2.01K | Buy |
22
+17
| +340% | +$1.56K | ﹤0.01% | 1008 |
|
|
2024
Q4 | $426 | Sell |
5
-45
| -90% | -$3.83K | ﹤0.01% | 1120 |
|
|
2024
Q3 | $4.37K | Sell |
50
-10,088
| -100% | -$882K | ﹤0.01% | 585 |
|
|
2024
Q2 | $800K | Buy |
10,138
+1,390
| +16% | +$110K | 0.2% | 80 |
|
|
2024
Q1 | $791K | Buy |
8,748
+122
| +1% | +$11K | 0.2% | 91 |
|
|
2023
Q4 | $758K | Buy |
8,626
+170
| +2% | +$14.9K | 0.21% | 91 |
|
|
2023
Q3 | $714K | Sell |
8,456
-97
| -1% | -$8.2K | 0.24% | 82 |
|
|
2023
Q2 | $846K | Sell |
8,553
-144
| -2% | -$14.2K | 0.31% | 47 |
|
|
2023
Q1 | $835K | Sell |
8,697
-345
| -4% | -$33.1K | 0.35% | 46 |
|
|
2022
Q4 | $822K | Buy |
+9,042
| New | +$822K | 0.38% | 43 |
|