CWM
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Congress Wealth Management’s EPAM Systems EPAM Stock Holding History

Congress Wealth Management’s Portfolio EPAM Stock Details EPAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-953
Closed -$285K – 560
2023
Q1 		$285K Buy
953
+26
+3% +$8.38K 0.01% 490
2022
Q4 		$304K Sell
927
-26
-3% -$8.84K 0.01% 476
2022
Q3 		$345K Sell
953
-137
-13% -$52.4K 0.01% 450
2022
Q2 		$321K Buy
+1,090
New +$333K 0.01% 464
2022
Q1 		– Sell
-427
Closed -$285K – 604
2021
Q4 		$285K Buy
+427
New +$275K 0.01% 547

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