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Executive Wealth Management, LLC

SEC CIK
0001542611
Latest filing
Feb 13, 2025

DOX holding history

Amdocs Ltd in every 13F filed by Executive Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DOX overviewAll 13F holders of DOXFull Q4 2024 holdings

Shares (Q4 2024)
84,934
Value
$7.23M
% of portfolio
0.6%
Quarters held
3
Since Q2 2024
Holdings of DOX by Executive Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 202484,934$7.23M0.6%+828+1.0%AddedHolders
Q3 202484,106$7.36M0.6%+10,466+14.2%AddedHolders
Q2 202473,640$5.81M1.1%+73,640NewHolders