United Capital Financial Advisors’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $234K | Sell |
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|
2025
Q1 | $249K | Buy |
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|
2024
Q4 | $209K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $214K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $208K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $203K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $313K | Buy |
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|
2018
Q2 | $311K | Sell |
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|
2018
Q1 | $316K | Buy |
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|
2017
Q4 | $299K | Hold |
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|
2017
Q3 | $293K | Sell |
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|
2017
Q2 | $3.61M | Buy |
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|
2017
Q1 | $3.06M | Buy |
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|
2016
Q4 | $2.78M | Buy |
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|
2016
Q3 | $2.73M | Sell |
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|
2016
Q2 | $2.96M | Buy |
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|
2016
Q1 | $3.05M | Buy |
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|
2015
Q4 | $2.45M | Sell |
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|
2015
Q3 | $4.65M | Sell |
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|
2015
Q2 | $4.86M | Sell |
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|
2015
Q1 | $4.94M | Sell |
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|
2014
Q4 | $4.3M | Buy |
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|
2014
Q3 | $1.29M | Buy |
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|
2014
Q2 | $840K | Buy |
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|
2014
Q1 | $318K | Buy |
|