HCR Wealth Advisors’s EPAM Systems EPAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,177
| Closed | -$714K | – | 177 |
|
|
2023
Q2 | $714K | Sell |
3,177
-161
| -5% | -$40.5K | 0.13% | 94 |
|
|
2023
Q1 | $998K | Buy |
3,338
+23
| +0.7% | +$7.41K | 0.2% | 81 |
|
|
2022
Q4 | $1.09M | Sell |
3,315
-474
| -13% | -$161K | 0.23% | 77 |
|
|
2022
Q3 | $1.37M | Sell |
3,789
-46
| -1% | -$17.6K | 0.29% | 69 |
|
|
2022
Q2 | $1.13M | Sell |
3,835
-47
| -1% | -$14.4K | 0.23% | 77 |
|
|
2022
Q1 | $1.15M | Buy |
3,882
+93
| +2% | +$36.5K | 0.19% | 85 |
|
|
2021
Q4 | $2.53M | Sell |
3,789
-154
| -4% | -$99.1K | 0.39% | 61 |
|
|
2021
Q3 | $2.25M | Buy |
3,943
+65
| +2% | +$38.2K | 0.38% | 63 |
|
|
2021
Q2 | $1.98M | Buy |
3,878
+175
| +5% | +$82K | 0.34% | 67 |
|
|
2021
Q1 | $1.47M | Buy |
3,703
+46
| +1% | +$16.8K | 0.29% | 76 |
|
|
2020
Q4 | $1.31M | Buy |
3,657
+356
| +11% | +$119K | 0.27% | 74 |
|
|
2020
Q3 | $1.07M | Buy |
3,301
+391
| +13% | +$117K | 0.24% | 75 |
|
|
2020
Q2 | $736K | Sell |
2,910
-202
| -6% | -$44.5K | 0.17% | 84 |
|
|
2020
Q1 | $578K | Buy |
3,112
+24
| +0.8% | +$5.18K | 0.17% | 85 |
|
|
2019
Q4 | $655K | Buy |
3,088
+19
| +0.6% | +$3.74K | 0.16% | 87 |
|
|
2019
Q3 | $556K | Buy |
3,069
+701
| +30% | +$132K | 0.18% | 87 |
|
|
2019
Q2 | $410K | Sell |
2,368
-1,352
| -36% | -$233K | 0.12% | 112 |
|
|
2019
Q1 | $427K | Sell |
3,720
-2,109
| -36% | -$316K | 0.12% | 116 |
|
|
2018
Q4 | $676K | Buy |
5,829
+20
| +0.3% | +$2.45K | 0.22% | 84 |
|
|
2018
Q3 | $704K | Buy |
5,809
+818
| +16% | +$110K | 0.23% | 86 |
|
|
2018
Q2 | $624K | Buy |
4,991
+94
| +2% | +$11.3K | 0.2% | 94 |
|
|
2018
Q1 | $561K | Buy |
4,897
+36
| +0.7% | +$4.12K | 0.19% | 103 |
|
|
2017
Q4 | $522K | Sell |
4,861
-148
| -3% | -$14.6K | 0.18% | 104 |
|
|
2017
Q3 | $440K | Buy |
+5,009
| New | +$418K | 0.19% | 104 |
|
Other funds holding EPAM
