OneDigital Investment 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
2026 Q1	–	Sell	-1,694	Closed	-$347K	–	1505
2025 Q4	$347K	Sell	1,694 -5	-0.3%	-$891	﹤0.01%	1132
2025 Q3	$256K	Sell	1,699 -22	-1%	-$3.61K	﹤0.01%	1279
2025 Q2	$304K	Sell	1,721 -137	-7%	-$22.9K	﹤0.01%	1160
2025 Q1	$314K	Buy	1,858 +476	+34%	+$105K	﹤0.01%	1079
2024 Q4	$323K	Sell	1,382 -549	-28%	-$122K	﹤0.01%	1097
2024 Q3	$384K	Buy	1,931 +76	+4%	+$15.2K	﹤0.01%	1039
2024 Q2	$349K	Buy	1,855 +245	+15%	+$52.2K	﹤0.01%	1037
2024 Q1	$445K	Sell	1,610 -150	-9%	-$44.1K	0.01%	773
2023 Q4	$523K	Buy	1,760 +162	+10%	+$41.1K	0.01%	701
2023 Q3	$409K	Buy	1,598 +1	+0.1%	+$247	0.01%	708
2023 Q2	$359K	Buy	1,597 +780	+95%	+$196K	0.01%	756
2023 Q1	$244K	Buy	+817	New	+$263K	0.01%	841
2019 Q3	–	Sell	-49	Closed	-$8K	–	726
2019 Q2	$8K	Buy	49 +19	+63%	+$3.27K	﹤0.01%	982
2019 Q1	$5K	Buy	+30	New	+$4.5K	﹤0.01%	981
2017 Q4	–	Sell	-15	Closed	-$1K	–	1247
2017 Q3	$1K	Buy	+15	New	+$1.25K	﹤0.01%	1003