Creative Planning’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 | $1.45M | Sell |
8,184
-110
| -1% | -$19.5K | ﹤0.01% | 1560 |
|
|
2025
Q1 | $1.4M | Buy |
8,294
+363
| +5% | +$61.3K | ﹤0.01% | 1444 |
|
|
2024
Q4 | $1.85M | Buy |
7,931
+753
| +10% | +$176K | ﹤0.01% | 1172 |
|
|
2024
Q3 | $1.43M | Buy |
7,178
+3,604
| +101% | +$717K | ﹤0.01% | 1270 |
|
|
2024
Q2 | $672K | Buy |
3,574
+907
| +34% | +$171K | ﹤0.01% | 1706 |
|
|
2024
Q1 | $737K | Buy |
2,667
+151
| +6% | +$41.7K | ﹤0.01% | 1564 |
|
|
2023
Q4 | $748K | Sell |
2,516
-535
| -18% | -$159K | ﹤0.01% | 1428 |
|
|
2023
Q3 | $780K | Buy |
3,051
+1,350
| +79% | +$345K | ﹤0.01% | 1285 |
|
|
2023
Q2 | $382K | Buy |
1,701
+411
| +32% | +$92.4K | ﹤0.01% | 1720 |
|
|
2023
Q1 | $386K | Sell |
1,290
-889
| -41% | -$266K | ﹤0.01% | 1637 |
|
|
2022
Q4 | $714K | Buy |
2,179
+157
| +8% | +$51.5K | ﹤0.01% | 1207 |
|
|
2022
Q3 | $732K | Buy |
2,022
+351
| +21% | +$127K | ﹤0.01% | 1107 |
|
|
2022
Q2 | $493K | Buy |
1,671
+620
| +59% | +$183K | ﹤0.01% | 1320 |
|
|
2022
Q1 | $311K | Buy |
1,051
+385
| +58% | +$114K | ﹤0.01% | 1617 |
|
|
2021
Q4 | $445K | Buy |
666
+78
| +13% | +$52.1K | ﹤0.01% | 1385 |
|
|
2021
Q3 | $335K | Buy |
+588
| New | +$335K | ﹤0.01% | 1521 |
|
|
2021
Q2 | – | Sell |
-845
| Closed | -$335K | – | 2092 |
|
|
2021
Q1 | $335K | Buy |
+845
| New | +$335K | ﹤0.01% | 1694 |
|
|
2020
Q4 | – | Sell |
-1,005
| Closed | -$325K | – | 2137 |
|
|
2020
Q3 | $325K | Buy |
+1,005
| New | +$325K | ﹤0.01% | 1350 |
|
|
2020
Q1 | – | Sell |
-4,680
| Closed | -$993K | – | 1788 |
|
|
2019
Q4 | $993K | Sell |
4,680
-891
| -16% | -$189K | ﹤0.01% | 788 |
|
|
2019
Q3 | $1.02M | Buy |
5,571
+1,880
| +51% | +$343K | ﹤0.01% | 748 |
|
|
2019
Q2 | $639K | Buy |
3,691
+82
| +2% | +$14.2K | ﹤0.01% | 944 |
|
|
2019
Q1 | $610K | Buy |
3,609
+1,634
| +83% | +$276K | ﹤0.01% | 934 |
|
|
2018
Q4 | $229K | Sell |
1,975
-1,643
| -45% | -$191K | ﹤0.01% | 1393 |
|
|
2018
Q3 | $498K | Buy |
3,618
+846
| +31% | +$116K | ﹤0.01% | 1071 |
|
|
2018
Q2 | $345K | Buy |
2,772
+873
| +46% | +$109K | ﹤0.01% | 1272 |
|
|
2018
Q1 | $217K | Buy |
+1,899
| New | +$217K | ﹤0.01% | 1541 |
|
|
2017
Q3 | – | Sell |
-2,659
| Closed | -$224K | – | 2361 |
|
|
2017
Q2 | $224K | Buy |
2,659
+641
| +32% | +$54K | ﹤0.01% | 1440 |
|
|
2017
Q1 | $152K | Buy |
2,018
+1,850
| +1,101% | +$139K | ﹤0.01% | 1659 |
|
|
2016
Q4 | $11K | Sell |
168
-667
| -80% | -$43.7K | ﹤0.01% | 3424 |
|
|
2016
Q3 | $58K | Buy |
835
+600
| +255% | +$41.7K | ﹤0.01% | 2223 |
|
|
2016
Q2 | $15K | Buy |
235
+35
| +18% | +$2.23K | ﹤0.01% | 2943 |
|
|
2016
Q1 | $15K | Sell |
200
-175
| -47% | -$13.1K | ﹤0.01% | 2932 |
|
|
2015
Q4 | $29K | Buy |
375
+225
| +150% | +$17.4K | ﹤0.01% | 2539 |
|
|
2015
Q3 | $11K | Buy |
+150
| New | +$11K | ﹤0.01% | 3104 |
|
|
2015
Q2 | – | Sell |
-1,500
| Closed | -$92K | – | 1586 |
|
|
2015
Q1 | $92K | Buy |
1,500
+100
| +7% | +$6.13K | ﹤0.01% | 1612 |
|
|
2014
Q4 | $67K | Sell |
1,400
-600
| -30% | -$28.7K | ﹤0.01% | 1789 |
|
|
2014
Q3 | $88K | Buy |
2,000
+1,000
| +100% | +$44K | ﹤0.01% | 1548 |
|
|
2014
Q2 | $44K | Buy |
+1,000
| New | +$44K | ﹤0.01% | 1923 |
|