Whalen 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	$645K	Buy	+7,065	New	+$645K	0.4%	69
2024 Q2	–	Sell	-2,279	Closed	-$206K	–	113
2024 Q1	$206K	Buy	+2,279	New	+$206K	0.15%	109