Mount Yale Investment 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 | $49.2K | Buy |
+278
| New | +$49.2K | ﹤0.01% | 819 |
|
|
2024
Q4 | – | Sell |
-3,274
| Closed | -$652K | – | 557 |
|
|
2024
Q3 | $652K | Sell |
3,274
-391
| -11% | -$77.8K | 0.06% | 286 |
|
|
2024
Q2 | $689K | Sell |
3,665
-1,160
| -24% | -$218K | 0.05% | 277 |
|
|
2024
Q1 | $1.33M | Buy |
4,825
+2,656
| +122% | +$733K | 0.1% | 183 |
|
|
2023
Q4 | $645K | Sell |
2,169
-3,066
| -59% | -$912K | 0.06% | 271 |
|
|
2023
Q3 | $1.34M | Sell |
5,235
-197
| -4% | -$50.4K | 0.15% | 146 |
|
|
2023
Q2 | $1.22M | Sell |
5,432
-216
| -4% | -$48.5K | 0.13% | 165 |
|
|
2023
Q1 | $1.69M | Buy |
5,648
+3,455
| +158% | +$1.03M | 0.19% | 119 |
|
|
2022
Q4 | $719K | Sell |
2,193
-4,904
| -69% | -$1.61M | 0.08% | 242 |
|
|
2022
Q3 | $2.57M | Buy |
7,097
+1,845
| +35% | +$668K | 0.34% | 72 |
|
|
2022
Q2 | $1.55M | Buy |
5,252
+1,257
| +31% | +$370K | 0.2% | 114 |
|
|
2022
Q1 | $1.19M | Sell |
3,995
-1,300
| -25% | -$386K | 0.13% | 175 |
|
|
2021
Q4 | $3.54M | Sell |
5,295
-49
| -0.9% | -$32.8K | 0.37% | 65 |
|
|
2021
Q3 | $3.05M | Sell |
5,344
-191
| -3% | -$109K | 0.35% | 70 |
|
|
2021
Q2 | $2.83M | Buy |
+5,535
| New | +$2.83M | 0.34% | 74 |
|
|
2018
Q4 | – | Sell |
-361
| Closed | -$47K | – | 452 |
|
|
2018
Q3 | $47K | Sell |
361
-34
| -9% | -$4.43K | 0.01% | 608 |
|
|
2018
Q2 | $49K | Buy |
395
+59
| +18% | +$7.32K | 0.01% | 627 |
|
|
2018
Q1 | $38K | Buy |
+336
| New | +$38K | 0.01% | 670 |
|