IFP Advisors’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 | $152K | Buy |
854
+69
| +9% | +$12.3K | ﹤0.01% | 1407 |
|
|
2025
Q1 | $133K | Buy |
785
+470
| +149% | +$79.4K | ﹤0.01% | 1377 |
|
|
2024
Q4 | $73.7K | Sell |
315
-9
| -3% | -$2.1K | ﹤0.01% | 1631 |
|
|
2024
Q3 | $64.5K | Sell |
324
-82
| -20% | -$16.3K | ﹤0.01% | 1611 |
|
|
2024
Q2 | $76.4K | Buy |
406
+194
| +92% | +$36.5K | ﹤0.01% | 1479 |
|
|
2024
Q1 | $58.5K | Sell |
212
-23
| -10% | -$6.35K | ﹤0.01% | 1520 |
|
|
2023
Q4 | $69.9K | Sell |
235
-107
| -31% | -$31.8K | ﹤0.01% | 1402 |
|
|
2023
Q3 | $87.4K | Buy |
+342
| New | +$87.4K | ﹤0.01% | 1322 |
|
|
2023
Q2 | – | Sell |
-336
| Closed | -$41.7K | – | 404 |
|
|
2023
Q1 | $41.7K | Sell |
336
-234
| -41% | -$29K | ﹤0.01% | 1661 |
|
|
2022
Q4 | $115K | Buy |
570
+22
| +4% | +$4.44K | ﹤0.01% | 1670 |
|
|
2022
Q3 | $81K | Buy |
548
+148
| +37% | +$21.9K | ﹤0.01% | 2005 |
|
|
2022
Q2 | $60K | Hold |
400
| – | – | ﹤0.01% | 2020 |
|
|
2022
Q1 | $60K | Buy |
400
+171
| +75% | +$25.7K | ﹤0.01% | 2020 |
|
|
2021
Q4 | $151K | Buy |
229
+1
| +0.4% | +$659 | ﹤0.01% | 1071 |
|
|
2021
Q3 | $131K | Buy |
228
+5
| +2% | +$2.87K | ﹤0.01% | 1132 |
|
|
2021
Q2 | $114K | Buy |
223
+215
| +2,688% | +$110K | ﹤0.01% | 1178 |
|
|
2021
Q1 | $3K | Sell |
8
-117
| -94% | -$43.9K | ﹤0.01% | 2524 |
|
|
2020
Q4 | $45K | Buy |
125
+87
| +229% | +$31.3K | ﹤0.01% | 1479 |
|
|
2020
Q3 | $14K | Sell |
38
-262
| -87% | -$96.5K | ﹤0.01% | 1773 |
|
|
2020
Q2 | $74K | Sell |
300
-200
| -40% | -$49.3K | 0.01% | 1039 |
|
|
2020
Q1 | $93K | Hold |
500
| – | – | 0.01% | 852 |
|
|
2019
Q4 | $107K | Hold |
500
| – | – | 0.01% | 908 |
|
|
2019
Q3 | $90K | Buy |
+500
| New | +$90K | 0.01% | 1106 |
|
|
2019
Q1 | – | Sell |
-4,662
| Closed | -$532K | – | 2636 |
|
|
2018
Q4 | $532K | Buy |
4,662
+1,542
| +49% | +$176K | 0.03% | 531 |
|
|
2018
Q3 | $430K | Hold |
3,120
| – | – | 0.02% | 736 |
|
|
2018
Q2 | $388K | Buy |
3,120
+120
| +4% | +$14.9K | 0.02% | 766 |
|
|
2018
Q1 | $322K | Hold |
3,000
| – | – | 0.01% | 795 |
|
|
2017
Q4 | $322K | Hold |
3,000
| – | – | 0.01% | 792 |
|
|
2017
Q3 | $264K | Hold |
3,000
| – | – | 0.01% | 979 |
|
|
2017
Q2 | $252K | Buy |
+3,000
| New | +$252K | 0.01% | 990 |
|
|
2017
Q1 | – | Sell |
-141
| Closed | -$9K | – | 3991 |
|
|
2016
Q4 | $9K | Hold |
141
| – | – | ﹤0.01% | 2938 |
|
|
2016
Q3 | $10K | Sell |
141
-127
| -47% | -$9.01K | ﹤0.01% | 2811 |
|
|
2016
Q2 | $17K | Buy |
+268
| New | +$17K | ﹤0.01% | 2428 |
|
|
2016
Q1 | – | Sell |
-276
| Closed | -$22K | – | 2663 |
|
|
2015
Q4 | $22K | Buy |
+276
| New | +$22K | ﹤0.01% | 2091 |
|