Laird Norton Wetherby Wealth Management’s EPAM Systems EPAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-853
| Closed | -$236K | – | 942 |
|
|
2024
Q1 | $236K | Sell |
853
-230
| -21% | -$67.7K | 0.01% | 823 |
|
|
2023
Q4 | $322K | Sell |
1,083
-493
| -31% | -$125K | 0.02% | 700 |
|
|
2023
Q3 | $403K | Buy |
1,576
+154
| +11% | +$38K | 0.02% | 595 |
|
|
2023
Q2 | $320K | Sell |
1,422
-74
| -5% | -$18.6K | 0.02% | 691 |
|
|
2023
Q1 | $447K | Sell |
1,496
-141
| -9% | -$45.4K | 0.03% | 577 |
|
|
2022
Q4 | $537K | Sell |
1,637
-37
| -2% | -$12.6K | 0.03% | 498 |
|
|
2022
Q3 | $606K | Buy |
1,674
+568
| +51% | +$217K | 0.04% | 423 |
|
|
2022
Q2 | $326K | Buy |
+1,106
| New | +$338K | 0.02% | 647 |
|
|
2022
Q1 | – | Sell |
-745
| Closed | -$498K | – | 939 |
|
|
2021
Q4 | $498K | Buy |
745
+102
| +16% | +$65.7K | 0.03% | 525 |
|
|
2021
Q3 | $367K | Sell |
643
-342
| -35% | -$201K | 0.02% | 624 |
|
|
2021
Q2 | $503K | Sell |
985
-343
| -26% | -$161K | 0.03% | 510 |
|
|
2021
Q1 | $527K | Sell |
1,328
-115
| -8% | -$42.1K | 0.04% | 420 |
|
|
2020
Q4 | $517K | Sell |
1,443
-869
| -38% | -$290K | 0.04% | 450 |
|
|
2020
Q3 | $748K | Buy |
2,312
+608
| +36% | +$182K | 0.07% | 283 |
|
|
2020
Q2 | $430K | Buy |
1,704
+1
| +0.1% | +$220 | 0.04% | 399 |
|
|
2020
Q1 | $316K | Buy |
1,703
+424
| +33% | +$91.6K | 0.04% | 440 |
|
|
2019
Q4 | $271K | Buy |
1,279
+93
| +8% | +$18.3K | 0.03% | 567 |
|
|
2019
Q3 | $216K | Sell |
1,186
-1,118
| -49% | -$210K | 0.02% | 635 |
|
|
2019
Q2 | $398K | Sell |
2,304
-131
| -5% | -$22.6K | 0.04% | 455 |
|
|
2019
Q1 | $412K | Buy |
+2,435
| New | +$365K | 0.05% | 412 |
|
|
2018
Q4 | – | Sell |
-1,592
| Closed | -$219K | – | 658 |
|
|
2018
Q3 | $219K | Buy |
+1,592
| New | +$214K | 0.03% | 602 |
|
Other funds holding EPAM
