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Concurrent Investment Advisors, LLC → DOX
Concurrent Investment Advisors, LLC DOX Position History
Amdocs Limited • Technology
Quarters held
7
Latest value
$429K
Q3 2026
Peak value
$499K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $52K |
| Q4 2025 | $499K |
| Q1 2026 | $247K |
| Q1 2026 | $164K |
| Q2 2026 | $194K |
| Q2 2026 | $105K |
| Q3 2026 | $429K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $429K | 7.5K | — | — |
| Q2 2026 | $105K | 2.1K | — | — |
| Q2 2026 | $194K | 3.8K | — | — |
| Q1 2026 | $164K | 2.5K | — | — |
| Q1 2026 | $247K | 3.8K | — | — |
| Q4 2025 | $499K | 6.2K | — | — |
| Q4 2025 | $52K | 646 | — | — |