Steward Partners Investment Advisory’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 | $219K | Buy |
1,240
+359
| +41% | +$63.5K | ﹤0.01% | 1721 |
|
|
2025
Q1 | $149K | Sell |
881
-84
| -9% | -$14.2K | ﹤0.01% | 1793 |
|
|
2024
Q4 | $226K | Sell |
965
-26
| -3% | -$6.08K | ﹤0.01% | 1539 |
|
|
2024
Q3 | $197K | Buy |
991
+852
| +613% | +$170K | ﹤0.01% | 1538 |
|
|
2024
Q2 | $26.1K | Sell |
139
-58
| -29% | -$10.9K | ﹤0.01% | 2406 |
|
|
2024
Q1 | $54.4K | Buy |
197
+61
| +45% | +$16.8K | ﹤0.01% | 2072 |
|
|
2023
Q4 | $40.4K | Sell |
136
-9
| -6% | -$2.68K | ﹤0.01% | 2082 |
|
|
2023
Q3 | $37.1K | Sell |
145
-1
| -0.7% | -$256 | ﹤0.01% | 2044 |
|
|
2023
Q2 | $32.8K | Sell |
146
-6
| -4% | -$1.35K | ﹤0.01% | 2059 |
|
|
2023
Q1 | $45.4K | Buy |
152
+15
| +11% | +$4.49K | ﹤0.01% | 1893 |
|
|
2022
Q4 | $44.9K | Hold |
137
| – | – | ﹤0.01% | 1879 |
|
|
2022
Q3 | $50K | Hold |
137
| – | – | ﹤0.01% | 1785 |
|
|
2022
Q2 | $40K | Sell |
137
-2
| -1% | -$584 | ﹤0.01% | 1910 |
|
|
2022
Q1 | $41K | Buy |
139
+2
| +1% | +$590 | ﹤0.01% | 2014 |
|
|
2021
Q4 | $92K | Sell |
137
-4
| -3% | -$2.69K | ﹤0.01% | 1637 |
|
|
2021
Q3 | $80K | Sell |
141
-71
| -33% | -$40.3K | ﹤0.01% | 1656 |
|
|
2021
Q2 | $108K | Sell |
212
-65
| -23% | -$33.1K | ﹤0.01% | 2129 |
|
|
2021
Q1 | $110K | Sell |
277
-41
| -13% | -$16.3K | ﹤0.01% | 1571 |
|
|
2020
Q4 | $114K | Buy |
318
+28
| +10% | +$10K | ﹤0.01% | 1312 |
|
|
2020
Q3 | $94K | Buy |
290
+72
| +33% | +$23.3K | ﹤0.01% | 1244 |
|
|
2020
Q2 | $55K | Hold |
218
| – | – | ﹤0.01% | 1371 |
|
|
2020
Q1 | $40K | Hold |
218
| – | – | ﹤0.01% | 1352 |
|
|
2019
Q4 | $46K | Hold |
218
| – | – | ﹤0.01% | 1434 |
|
|
2019
Q3 | $39K | Buy |
218
+35
| +19% | +$6.26K | ﹤0.01% | 1457 |
|
|
2019
Q2 | $31K | Buy |
+183
| New | +$31K | ﹤0.01% | 1530 |
|
|
2018
Q4 | – | Sell |
-4,900
| Closed | -$675K | – | 1155 |
|
|
2018
Q3 | $675K | Buy |
4,900
+4,717
| +2,578% | +$650K | 0.03% | 436 |
|
|
2018
Q2 | $23K | Buy |
183
+100
| +120% | +$12.6K | ﹤0.01% | 1407 |
|
|
2018
Q1 | $9K | Buy |
+83
| New | +$9K | ﹤0.01% | 1602 |
|
|
2017
Q4 | – | Sell |
-177
| Closed | -$15K | – | 1888 |
|
|
2017
Q3 | $15K | Hold |
177
| – | – | ﹤0.01% | 1010 |
|
|
2017
Q2 | $14K | Hold |
177
| – | – | ﹤0.01% | 963 |
|
|
2017
Q1 | $13K | Hold |
177
| – | – | ﹤0.01% | 866 |
|
|
2016
Q4 | $11K | Buy |
+177
| New | +$11K | 0.01% | 538 |
|