Valley Wealth Managers’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.1M | Sell |
242,287
-5,611
| -2% | -$512K | 1.59% | 22 |
|
|
2025
Q1 | $22.7M | Sell |
247,898
-180
| -0.1% | -$16.5K | 1.72% | 19 |
|
|
2024
Q4 | $21.1M | Buy |
248,078
+18,703
| +8% | +$1.59M | 1.58% | 18 |
|
|
2024
Q3 | $20.1M | Sell |
229,375
-39,408
| -15% | -$3.45M | 1.49% | 26 |
|
|
2024
Q2 | $21.2M | Buy |
268,783
+17,507
| +7% | +$1.38M | 1.69% | 16 |
|
|
2024
Q1 | $22.7M | Buy |
251,276
+204,675
| +439% | +$18.5M | 1.71% | 15 |
|
|
2023
Q4 | $4.1M | Buy |
46,601
+1,135
| +2% | +$99.8K | 0.32% | 79 |
|
|
2023
Q3 | $3.84M | Sell |
45,466
-1,187
| -3% | -$100K | 0.32% | 82 |
|
|
2023
Q2 | $4.61M | Sell |
46,653
-2,906
| -6% | -$287K | 0.41% | 58 |
|
|
2023
Q1 | $4.76M | Sell |
49,559
-1,390
| -3% | -$133K | 0.43% | 58 |
|
|
2022
Q4 | $4.63M | Sell |
50,949
-371
| -0.7% | -$33.7K | 0.43% | 61 |
|
|
2022
Q3 | $4.08M | Sell |
51,320
-1,032
| -2% | -$82K | 0.41% | 61 |
|
|
2022
Q2 | $4.36M | Buy |
52,352
+1,950
| +4% | +$162K | 0.41% | 59 |
|
|
2022
Q1 | $4.14M | Buy |
50,402
+1,473
| +3% | +$121K | 0.35% | 73 |
|
|
2021
Q4 | $3.66M | Buy |
+48,929
| New | +$3.66M | 0.29% | 80 |
|