Goelzer Investment 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
Q1 | – | Sell |
-1,167
| Closed | -$273K | – | 240 |
|
|
2024
Q4 | $273K | Hold |
1,167
| – | – | 0.02% | 219 |
|
|
2024
Q3 | $232K | Sell |
1,167
-134
| -10% | -$26.7K | 0.01% | 220 |
|
|
2024
Q2 | $245K | Sell |
1,301
-225
| -15% | -$42.3K | 0.01% | 222 |
|
|
2024
Q1 | $421K | Sell |
1,526
-107
| -7% | -$29.5K | 0.02% | 193 |
|
|
2023
Q4 | $486K | Sell |
1,633
-527
| -24% | -$157K | 0.03% | 184 |
|
|
2023
Q3 | $552K | Buy |
2,160
+14
| +0.7% | +$3.58K | 0.04% | 162 |
|
|
2023
Q2 | $482K | Sell |
2,146
-5,770
| -73% | -$1.3M | 0.04% | 180 |
|
|
2023
Q1 | $2.37M | Sell |
7,916
-338
| -4% | -$101K | 0.21% | 112 |
|
|
2022
Q4 | $2.71M | Sell |
8,254
-306
| -4% | -$100K | 0.23% | 113 |
|
|
2022
Q3 | $3.1M | Sell |
8,560
-39
| -0.5% | -$14.1K | 0.31% | 94 |
|
|
2022
Q2 | $2.54M | Sell |
8,599
-152
| -2% | -$44.8K | 0.24% | 112 |
|
|
2022
Q1 | $2.6M | Buy |
8,751
+690
| +9% | +$205K | 0.22% | 120 |
|
|
2021
Q4 | $5.39M | Sell |
8,061
-284
| -3% | -$190K | 0.44% | 69 |
|
|
2021
Q3 | $4.76M | Sell |
8,345
-190
| -2% | -$108K | 0.42% | 78 |
|
|
2021
Q2 | $4.36M | Sell |
8,535
-273
| -3% | -$139K | 0.36% | 90 |
|
|
2021
Q1 | $3.49M | Sell |
8,808
-507
| -5% | -$201K | 0.31% | 104 |
|
|
2020
Q4 | $3.34M | Sell |
9,315
-53
| -0.6% | -$19K | 0.31% | 105 |
|
|
2020
Q3 | $3.03M | Sell |
9,368
-3,970
| -30% | -$1.28M | 0.28% | 105 |
|
|
2020
Q2 | $3.36M | Sell |
13,338
-352
| -3% | -$88.7K | 0.32% | 93 |
|
|
2020
Q1 | $2.54M | Sell |
13,690
-210
| -2% | -$39K | 0.29% | 101 |
|
|
2019
Q4 | $2.95M | Sell |
13,900
-155
| -1% | -$32.9K | 0.25% | 111 |
|
|
2019
Q3 | $2.56M | Buy |
14,055
+92
| +0.7% | +$16.8K | 0.23% | 118 |
|
|
2019
Q2 | $2.42M | Buy |
13,963
+374
| +3% | +$64.7K | 0.22% | 128 |
|
|
2019
Q1 | $2.3M | Buy |
13,589
+8,928
| +192% | +$1.51M | 0.22% | 134 |
|
|
2018
Q4 | $541K | Buy |
+4,661
| New | +$541K | 0.07% | 162 |
|