Venturi Wealth Management’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Sell |
11,525
-1,652
| -13% | -$151K | 0.05% | 194 |
|
|
2025
Q1 | $1.21M | Buy |
13,177
+2,142
| +19% | +$196K | 0.06% | 179 |
|
|
2024
Q4 | $940K | Sell |
11,035
-690
| -6% | -$58.7K | 0.05% | 216 |
|
|
2024
Q3 | $1.03M | Buy |
11,725
+1,305
| +13% | +$114K | 0.05% | 190 |
|
|
2024
Q2 | $822K | Sell |
10,420
-328
| -3% | -$25.9K | 0.05% | 208 |
|
|
2024
Q1 | $971K | Buy |
10,748
+1,087
| +11% | +$98.2K | 0.06% | 187 |
|
|
2023
Q4 | $849K | Sell |
9,661
-207
| -2% | -$18.2K | 0.06% | 198 |
|
|
2023
Q3 | $834K | Sell |
9,868
-297
| -3% | -$25.1K | 0.07% | 185 |
|
|
2023
Q2 | $1M | Buy |
10,165
+347
| +4% | +$34.3K | 0.08% | 153 |
|
|
2023
Q1 | $943K | Sell |
9,818
-638
| -6% | -$61.3K | 0.08% | 165 |
|
|
2022
Q4 | $950K | Buy |
10,456
+461
| +5% | +$41.9K | 0.08% | 165 |
|
|
2022
Q3 | $794K | Buy |
+9,995
| New | +$794K | 0.08% | 175 |
|