Wealth Enhancement Advisory Services’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.47M | Buy |
48,282
+261
| +0.5% | +$24.2K | 0.01% | 948 |
|
|
2025
Q1 | $4.39M | Sell |
48,021
-20,440
| -30% | -$1.87M | 0.01% | 880 |
|
|
2024
Q4 | $5.83M | Buy |
68,461
+3,031
| +5% | +$258K | 0.01% | 744 |
|
|
2024
Q3 | $5.72M | Buy |
65,430
+2,435
| +4% | +$213K | 0.01% | 684 |
|
|
2024
Q2 | $4.97M | Buy |
62,995
+628
| +1% | +$49.6K | 0.01% | 694 |
|
|
2024
Q1 | $5.64M | Buy |
62,367
+1,036
| +2% | +$93.6K | 0.01% | 634 |
|
|
2023
Q4 | $5.39M | Buy |
61,331
+830
| +1% | +$72.9K | 0.02% | 592 |
|
|
2023
Q3 | $5.11M | Buy |
+60,501
| New | +$5.11M | 0.02% | 577 |
|
|
2022
Q2 | – | Sell |
-18,557
| Closed | -$1.54M | – | 340 |
|
|
2022
Q1 | $1.54M | Buy |
18,557
+855
| +5% | +$71K | 0.02% | 205 |
|
|
2021
Q4 | $1.35M | Buy |
17,702
+2,301
| +15% | +$175K | 0.02% | 197 |
|
|
2021
Q3 | $1.23M | Buy |
+15,401
| New | +$1.23M | 0.02% | 197 |
|
|
2019
Q4 | – | Sell |
-15,359
| Closed | -$1.01M | – | 215 |
|
|
2019
Q3 | $1.01M | Buy |
+15,359
| New | +$1.01M | 0.04% | 160 |
|
|
2018
Q3 | – | Sell |
-25,579
| Closed | -$1.74M | – | 176 |
|
|
2018
Q2 | $1.74M | Buy |
25,579
+353
| +1% | +$24K | 0.11% | 75 |
|
|
2018
Q1 | $1.68M | Buy |
25,226
+18,885
| +298% | +$1.26M | 0.11% | 70 |
|
|
2017
Q4 | $429K | Buy |
+6,341
| New | +$429K | 0.03% | 131 |
|
|
2016
Q2 | – | Sell |
-18,771
| Closed | -$1.13M | – | 118 |
|
|
2016
Q1 | $1.13M | Buy |
18,771
+3,135
| +20% | +$189K | 0.23% | 87 |
|
|
2015
Q4 | $853K | Buy |
15,636
+2,633
| +20% | +$144K | 0.22% | 106 |
|
|
2015
Q3 | $761K | Buy |
+13,003
| New | +$761K | 0.23% | 101 |
|