Carson Wealth (CWM LLC)’s EPAM Systems EPAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.43M | Buy |
10,534
+6,486
| +160% | +$1.11M | ﹤0.01% | 1354 |
|
|
2025
Q4 | $829K | Sell |
4,048
-2,498
| -38% | -$445K | ﹤0.01% | 1610 |
|
|
2025
Q3 | $987K | Buy |
6,546
+71
| +1% | +$11.7K | ﹤0.01% | 1417 |
|
|
2025
Q2 | $1.15M | Buy |
6,475
+3,499
| +118% | +$585K | ﹤0.01% | 1181 |
|
|
2025
Q1 | $502K | Sell |
2,976
-2,726
| -48% | -$601K | ﹤0.01% | 1440 |
|
|
2024
Q4 | $1.33M | Buy |
5,702
+1,751
| +44% | +$390K | 0.01% | 942 |
|
|
2024
Q3 | $786K | Buy |
3,951
+2,094
| +113% | +$420K | ﹤0.01% | 1151 |
|
|
2024
Q2 | $349K | Buy |
1,857
+413
| +29% | +$88.1K | ﹤0.01% | 1318 |
|
|
2024
Q1 | $399K | Buy |
1,444
+69
| +5% | +$20.3K | ﹤0.01% | 1213 |
|
|
2023
Q4 | $409K | Sell |
1,375
-61
| -4% | -$15.5K | ﹤0.01% | 1130 |
|
|
2023
Q3 | $367K | Buy |
1,436
+132
| +10% | +$32.6K | ﹤0.01% | 1087 |
|
|
2023
Q2 | $293K | Buy |
1,304
+33
| +3% | +$8.31K | ﹤0.01% | 1114 |
|
|
2023
Q1 | $380K | Sell |
1,271
-296
| -19% | -$95.4K | ﹤0.01% | 977 |
|
|
2022
Q4 | $514K | Buy |
1,567
+48
| +3% | +$16.3K | ﹤0.01% | 803 |
|
|
2022
Q3 | $550K | Buy |
1,519
+47
| +3% | +$18K | ﹤0.01% | 720 |
|
|
2022
Q2 | $434K | Buy |
1,472
+140
| +11% | +$42.8K | ﹤0.01% | 777 |
|
|
2022
Q1 | $395K | Buy |
1,332
+131
| +11% | +$51.4K | ﹤0.01% | 794 |
|
|
2021
Q4 | $803K | Buy |
+1,201
| New | +$773K | 0.01% | 624 |
|
|
2021
Q2 | $102K | Hold |
199
| – | – | ﹤0.01% | 1131 |
|
|
2021
Q1 | $102K | Hold |
199
| – | – | ﹤0.01% | 1131 |
|
|
2020
Q4 | $102K | Hold |
199
| – | – | ﹤0.01% | 1131 |
|
|
2020
Q3 | $102K | Hold |
199
| – | – | ﹤0.01% | 1131 |
|
|
2020
Q2 | $102K | Hold |
199
| – | – | ﹤0.01% | 1131 |
|
|
2020
Q1 | $102K | Hold |
199
| – | – | ﹤0.01% | 1131 |
|
|
2019
Q4 | $102K | Hold |
199
| – | – | ﹤0.01% | 1131 |
|
|
2019
Q3 | $102K | Hold |
199
| – | – | ﹤0.01% | 1131 |
|
|
2019
Q2 | $102K | Hold |
199
| – | – | ﹤0.01% | 1131 |
|
|
2019
Q1 | $102K | Buy |
199
+187
| +1,558% | +$28K | ﹤0.01% | 1131 |
|
|
2018
Q4 | $1K | Buy |
+12
| New | +$1.47K | ﹤0.01% | 1877 |
|
|
2018
Q3 | – | Sell |
-13
| Closed | -$2K | – | 1873 |
|
|
2018
Q2 | $2K | Hold |
13
| – | – | ﹤0.01% | 1369 |
|
|
2018
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 1266 |
|
|
2017
Q4 | $1K | Buy |
+13
| New | +$1.29K | ﹤0.01% | 1347 |
|
Other funds holding EPAM
VCM
VPM
