WBI Investments’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-14,413
| Closed | -$1.23M | – | 246 |
|
|
2024
Q4 | $1.23M | Buy |
+14,413
| New | +$1.23M | 0.31% | 99 |
|
|
2021
Q2 | – | Sell |
-27,897
| Closed | -$1.96M | – | 192 |
|
|
2021
Q1 | $1.96M | Buy |
+27,897
| New | +$1.96M | 0.31% | 68 |
|
|
2020
Q1 | – | Sell |
-16,041
| Closed | -$1.16M | – | 121 |
|
|
2019
Q4 | $1.16M | Buy |
16,041
+11,654
| +266% | +$841K | 0.12% | 123 |
|
|
2019
Q3 | $290K | Sell |
4,387
-5,094
| -54% | -$337K | 0.03% | 188 |
|
|
2019
Q2 | $588K | Buy |
+9,481
| New | +$588K | 0.05% | 180 |
|
|
2018
Q3 | – | Sell |
-27,613
| Closed | -$1.83M | – | 263 |
|
|
2018
Q2 | $1.83M | Buy |
+27,613
| New | +$1.83M | 0.1% | 135 |
|
|
2018
Q1 | – | Sell |
-125,132
| Closed | -$8.19M | – | 215 |
|
|
2017
Q4 | $8.19M | Buy |
+125,132
| New | +$8.19M | 0.38% | 58 |
|
|
2017
Q2 | – | Sell |
-90,099
| Closed | -$5.5M | – | 308 |
|
|
2017
Q1 | $5.5M | Sell |
90,099
-714
| -0.8% | -$43.5K | 0.24% | 81 |
|
|
2016
Q4 | $5.29M | Buy |
90,813
+21,464
| +31% | +$1.25M | 0.23% | 80 |
|
|
2016
Q3 | $4.01M | Sell |
69,349
-10,390
| -13% | -$601K | 0.15% | 96 |
|
|
2016
Q2 | $4.6M | Buy |
+79,739
| New | +$4.6M | 0.16% | 84 |
|
|
2015
Q3 | – | Sell |
-71,316
| Closed | -$3.89M | – | 178 |
|
|
2015
Q2 | $3.89M | Buy |
+71,316
| New | +$3.89M | 0.1% | 152 |
|