Clearstead Advisors’s EPAM Systems EPAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40K | Buy |
226
+27
| +14% | +$4.77K | ﹤0.01% | 1350 |
|
|
2025
Q1 | $33.6K | Buy |
199
+60
| +43% | +$10.1K | ﹤0.01% | 1272 |
|
|
2024
Q4 | $32.5K | Buy |
139
+29
| +26% | +$6.78K | ﹤0.01% | 1262 |
|
|
2024
Q3 | $21.9K | Hold |
110
| – | – | ﹤0.01% | 1390 |
|
|
2024
Q2 | $20.7K | Buy |
+110
| New | +$20.7K | ﹤0.01% | 1369 |
|
|
2022
Q2 | – | Sell |
-27
| Closed | -$8K | – | 1318 |
|
|
2022
Q1 | $8K | Buy |
27
+25
| +1,250% | +$7.41K | ﹤0.01% | 1010 |
|
|
2021
Q4 | $1K | Hold |
2
| – | – | ﹤0.01% | 1167 |
|
|
2021
Q3 | $1K | Hold |
2
| – | – | ﹤0.01% | 1193 |
|
|
2021
Q2 | $1K | Hold |
2
| – | – | ﹤0.01% | 1139 |
|
|
2021
Q1 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 1020 |
|