Geneos Wealth Management’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 | $15.2K | Buy |
86
+35
| +69% | +$6.19K | ﹤0.01% | 2156 |
|
|
2025
Q1 | $17.6K | Buy |
51
+47
| +1,175% | +$16.2K | ﹤0.01% | 2381 |
|
|
2024
Q4 | $935 | Hold |
4
| – | – | ﹤0.01% | 2783 |
|
|
2024
Q3 | $796 | Buy |
+4
| New | +$796 | ﹤0.01% | 2487 |
|
|
2020
Q1 | – | Sell |
-40
| Closed | -$8K | – | 2514 |
|
|
2019
Q4 | $8K | Hold |
40
| – | – | ﹤0.01% | 2042 |
|
|
2019
Q3 | $7K | Hold |
40
| – | – | ﹤0.01% | 1997 |
|
|
2019
Q2 | $6K | Hold |
40
| – | – | ﹤0.01% | 2064 |
|
|
2019
Q1 | $6K | Hold |
40
| – | – | ﹤0.01% | 1983 |
|
|
2018
Q4 | $4K | Hold |
40
| – | – | ﹤0.01% | 2035 |
|
|
2018
Q3 | $5K | Hold |
40
| – | – | ﹤0.01% | 2047 |
|
|
2018
Q2 | $4K | Hold |
40
| – | – | ﹤0.01% | 1963 |
|
|
2018
Q1 | $4K | Hold |
40
| – | – | ﹤0.01% | 1892 |
|
|
2017
Q4 | $4K | Hold |
40
| – | – | ﹤0.01% | 1868 |
|
|
2017
Q3 | $3K | Hold |
40
| – | – | ﹤0.01% | 1883 |
|
|
2017
Q2 | $3K | Sell |
40
-14
| -26% | -$1.05K | ﹤0.01% | 1841 |
|
|
2017
Q1 | $4K | Hold |
54
| – | – | ﹤0.01% | 1730 |
|
|
2016
Q4 | $3K | Hold |
54
| – | – | ﹤0.01% | 1756 |
|
|
2016
Q3 | $3K | Buy |
+54
| New | +$3K | ﹤0.01% | 1687 |
|