OneDigital 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 | $304K | Sell |
1,721
-137
| -7% | -$24.2K | ﹤0.01% | 1159 |
|
|
2025
Q1 | $314K | Buy |
1,858
+476
| +34% | +$80.4K | ﹤0.01% | 1079 |
|
|
2024
Q4 | $323K | Sell |
1,382
-549
| -28% | -$128K | ﹤0.01% | 1097 |
|
|
2024
Q3 | $384K | Buy |
1,931
+76
| +4% | +$15.1K | ﹤0.01% | 1039 |
|
|
2024
Q2 | $349K | Buy |
1,855
+245
| +15% | +$46.1K | ﹤0.01% | 1036 |
|
|
2024
Q1 | $445K | Sell |
1,610
-150
| -9% | -$41.4K | 0.01% | 773 |
|
|
2023
Q4 | $523K | Buy |
1,760
+162
| +10% | +$48.2K | 0.01% | 701 |
|
|
2023
Q3 | $409K | Buy |
1,598
+1
| +0.1% | +$256 | 0.01% | 708 |
|
|
2023
Q2 | $359K | Buy |
1,597
+780
| +95% | +$175K | 0.01% | 756 |
|
|
2023
Q1 | $244K | Buy |
+817
| New | +$244K | 0.01% | 841 |
|
|
2019
Q3 | – | Sell |
-49
| Closed | -$8K | – | 686 |
|
|
2019
Q2 | $8K | Buy |
49
+19
| +63% | +$3.1K | ﹤0.01% | 971 |
|
|
2019
Q1 | $5K | Buy |
+30
| New | +$5K | ﹤0.01% | 981 |
|
|
2017
Q4 | – | Sell |
-15
| Closed | -$1K | – | 1247 |
|
|
2017
Q3 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 1003 |
|