WR Wealth Planners’s Amdocs DOX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$125K Buy
2024
Q3
$122K Buy
2024
Q2
$80.8K Buy
2024
Q1
$92.1K Buy
2023
Q4
Sell
2023
Q3
$84.3K Buy
2023
Q2
$93.1K Buy
2023
Q1
$87.1K Buy