Pinnacle Wealth Planning Services’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	$10.3K	Buy	76 +22	+41%	+$3.76K	﹤0.01%	1983
2025 Q4	$11.1K	Buy	+54	New	+$9.63K	﹤0.01%	1971
2024 Q2	–	Sell	-905	Closed	-$250K	–	525
2024 Q1	$250K	Sell	905 -1	-0.1%	-$294	0.04%	354
2023 Q4	$269K	Sell	906 -15	-2%	-$3.81K	0.04%	299
2023 Q3	$235K	Buy	+921	New	+$228K	0.04%	316
2023 Q2	–	Sell	-1,002	Closed	-$300K	–	476
2023 Q1	$300K	Buy	1,002 +212	+27%	+$68.3K	0.05%	269
2022 Q4	$259K	Sell	790 -348	-31%	-$118K	0.05%	292
2022 Q3	$412K	Buy	1,138 +403	+55%	+$154K	0.08%	172
2022 Q2	$217K	Buy	+735	New	+$225K	0.04%	327
2022 Q1	–	Sell	-488	Closed	-$326K	–	451
2021 Q4	$326K	Buy	488 +1	+0.2%	+$644	0.07%	246
2021 Q3	$278K	Buy	487 +42	+9%	+$24.7K	0.06%	254
2021 Q2	$227K	Buy	+445	New	+$209K	0.06%	293
2021 Q1	–	Sell	-10	Closed	-$4K	–	842
2020 Q4	$4K	Buy	+10	New	+$3.34K	﹤0.01%	1720