Pinnacle Wealth Planning Services’s EPAM Systems EPAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-905
| Closed | -$250K | – | 525 |
|
|
2024
Q1 | $250K | Sell |
905
-1
| -0.1% | -$276 | 0.04% | 354 |
|
|
2023
Q4 | $269K | Sell |
906
-15
| -2% | -$4.46K | 0.04% | 299 |
|
|
2023
Q3 | $235K | Buy |
+921
| New | +$235K | 0.04% | 316 |
|
|
2023
Q2 | – | Sell |
-1,002
| Closed | -$300K | – | 473 |
|
|
2023
Q1 | $300K | Buy |
1,002
+212
| +27% | +$63.4K | 0.05% | 269 |
|
|
2022
Q4 | $259K | Sell |
790
-348
| -31% | -$114K | 0.05% | 292 |
|
|
2022
Q3 | $412K | Buy |
1,138
+403
| +55% | +$146K | 0.08% | 171 |
|
|
2022
Q2 | $217K | Buy |
+735
| New | +$217K | 0.04% | 327 |
|
|
2022
Q1 | – | Sell |
-488
| Closed | -$326K | – | 445 |
|
|
2021
Q4 | $326K | Buy |
488
+1
| +0.2% | +$668 | 0.06% | 243 |
|
|
2021
Q3 | $278K | Buy |
487
+42
| +9% | +$24K | 0.06% | 252 |
|
|
2021
Q2 | $227K | Buy |
+445
| New | +$227K | 0.05% | 286 |
|
|
2021
Q1 | – | Sell |
-10
| Closed | -$4K | – | 835 |
|
|
2020
Q4 | $4K | Buy |
+10
| New | +$4K | ﹤0.01% | 1715 |
|