Carson Wealth (CWM LLC)’s EPAM Systems EPAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Buy |
6,475
+3,499
| +118% | +$619K | ﹤0.01% | 1180 |
|
|
2025
Q1 | $502K | Sell |
2,976
-2,726
| -48% | -$460K | ﹤0.01% | 1438 |
|
|
2024
Q4 | $1.33M | Buy |
5,702
+1,751
| +44% | +$409K | 0.01% | 941 |
|
|
2024
Q3 | $786K | Buy |
3,951
+2,094
| +113% | +$417K | ﹤0.01% | 1150 |
|
|
2024
Q2 | $349K | Buy |
1,857
+413
| +29% | +$77.6K | ﹤0.01% | 1317 |
|
|
2024
Q1 | $399K | Buy |
1,444
+69
| +5% | +$19.1K | ﹤0.01% | 1212 |
|
|
2023
Q4 | $409K | Sell |
1,375
-61
| -4% | -$18.1K | ﹤0.01% | 1128 |
|
|
2023
Q3 | $367K | Buy |
1,436
+132
| +10% | +$33.7K | ﹤0.01% | 1084 |
|
|
2023
Q2 | $293K | Buy |
1,304
+33
| +3% | +$7.42K | ﹤0.01% | 1112 |
|
|
2023
Q1 | $380K | Sell |
1,271
-296
| -19% | -$88.5K | ﹤0.01% | 975 |
|
|
2022
Q4 | $514K | Buy |
1,567
+48
| +3% | +$15.7K | ﹤0.01% | 801 |
|
|
2022
Q3 | $550K | Buy |
1,519
+47
| +3% | +$17K | ﹤0.01% | 718 |
|
|
2022
Q2 | $434K | Buy |
1,472
+140
| +11% | +$41.3K | ﹤0.01% | 775 |
|
|
2022
Q1 | $395K | Buy |
1,332
+131
| +11% | +$38.8K | ﹤0.01% | 792 |
|
|
2021
Q4 | $803K | Buy |
+1,201
| New | +$803K | 0.01% | 623 |
|
|
2021
Q2 | $102K | Hold |
199
| – | – | ﹤0.01% | 1129 |
|
|
2021
Q1 | $102K | Hold |
199
| – | – | ﹤0.01% | 1129 |
|
|
2020
Q4 | $102K | Hold |
199
| – | – | ﹤0.01% | 1129 |
|
|
2020
Q3 | $102K | Hold |
199
| – | – | ﹤0.01% | 1129 |
|
|
2020
Q2 | $102K | Hold |
199
| – | – | ﹤0.01% | 1129 |
|
|
2020
Q1 | $102K | Hold |
199
| – | – | ﹤0.01% | 1129 |
|
|
2019
Q4 | $102K | Hold |
199
| – | – | ﹤0.01% | 1129 |
|
|
2019
Q3 | $102K | Hold |
199
| – | – | ﹤0.01% | 1129 |
|
|
2019
Q2 | $102K | Hold |
199
| – | – | ﹤0.01% | 1129 |
|
|
2019
Q1 | $102K | Buy |
199
+187
| +1,558% | +$95.8K | ﹤0.01% | 1129 |
|
|
2018
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 1871 |
|
|
2018
Q3 | – | Sell |
-13
| Closed | -$2K | – | 1869 |
|
|
2018
Q2 | $2K | Hold |
13
| – | – | ﹤0.01% | 1365 |
|
|
2018
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 1265 |
|
|
2017
Q4 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 1346 |
|