Sendero Wealth Management’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 |
-5,411
| Closed | -$1.49M | – | 160 |
|
|
2024
Q1 | $1.49M | Sell |
5,411
-3,861
| -42% | -$1.07M | 0.26% | 63 |
|
|
2023
Q4 | $2.76M | Sell |
9,272
-3,756
| -29% | -$1.12M | 0.52% | 41 |
|
|
2023
Q3 | $3.33M | Buy |
13,028
+457
| +4% | +$117K | 0.71% | 30 |
|
|
2023
Q2 | $2.83M | Buy |
12,571
+1,062
| +9% | +$239K | 0.62% | 36 |
|
|
2023
Q1 | $3.44M | Buy |
11,509
+3,102
| +37% | +$927K | 1.05% | 14 |
|
|
2022
Q4 | $2.76M | Buy |
8,407
+3,017
| +56% | +$989K | 0.98% | 11 |
|
|
2022
Q3 | $1.95M | Buy |
5,390
+3,513
| +187% | +$1.27M | 0.81% | 15 |
|
|
2022
Q2 | $553K | Buy |
+1,877
| New | +$553K | 0.53% | 46 |
|