AO
Advisor OS’s EPAM Systems EPAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-682
| Closed | -$203K | – | 392 |
|
|
2023
Q4 | $203K | Buy |
+682
| New | +$203K | 0.03% | 324 |
|
|
2023
Q1 | – | Sell |
-748
| Closed | -$245K | – | 243 |
|
|
2022
Q4 | $245K | Buy |
748
+87
| +13% | +$28.5K | 0.07% | 195 |
|
|
2022
Q3 | $239K | Buy |
+661
| New | +$239K | 0.07% | 174 |
|
|
2022
Q1 | – | Sell |
-1,721
| Closed | -$1.15M | – | 211 |
|
|
2021
Q4 | $1.15M | Buy |
1,721
+588
| +52% | +$393K | 0.23% | 98 |
|
|
2021
Q3 | $646K | Buy |
1,133
+41
| +4% | +$23.4K | 0.14% | 130 |
|
|
2021
Q2 | $559K | Buy |
+1,092
| New | +$559K | 0.12% | 132 |
|