Univest Financial’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,360
| Closed | -$294K | – | 280 |
|
|
2024
Q3 | $294K | Buy |
+3,360
| New | +$294K | 0.02% | 241 |
|
|
2022
Q4 | – | Sell |
-4,420
| Closed | -$351K | – | 108 |
|
|
2022
Q3 | $351K | Sell |
4,420
-1,828
| -29% | -$145K | 0.11% | 77 |
|
|
2022
Q2 | $521K | Sell |
6,248
-1,423
| -19% | -$119K | 0.17% | 64 |
|
|
2022
Q1 | $631K | Sell |
7,671
-88,052
| -92% | -$7.24M | 0.18% | 60 |
|
|
2021
Q4 | $7.16M | Buy |
95,723
+154
| +0.2% | +$11.5K | 1.82% | 16 |
|
|
2021
Q3 | $7.24M | Buy |
95,569
+3,029
| +3% | +$229K | 2.02% | 12 |
|
|
2021
Q2 | $7.16M | Sell |
92,540
-5,788
| -6% | -$448K | 1.97% | 14 |
|
|
2021
Q1 | $6.9M | Sell |
98,328
-15,408
| -14% | -$1.08M | 1.94% | 12 |
|
|
2020
Q4 | $8.07M | Buy |
113,736
+4,006
| +4% | +$284K | 2.34% | 7 |
|
|
2020
Q3 | $6.3M | Buy |
109,730
+3,416
| +3% | +$196K | 1.99% | 10 |
|
|
2020
Q2 | $6.47M | Buy |
+106,314
| New | +$6.47M | 2.14% | 7 |
|