Summit Trail Advisors’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 | $233K | Buy |
+1,320
| New | +$233K | ﹤0.01% | 1008 |
|
|
2025
Q1 | – | Sell |
-1,794
| Closed | -$419K | – | 437 |
|
|
2024
Q4 | $419K | Buy |
1,794
+642
| +56% | +$150K | 0.02% | 246 |
|
|
2024
Q3 | $229K | Sell |
1,152
-70
| -6% | -$13.9K | 0.01% | 637 |
|
|
2024
Q2 | $230K | Buy |
1,222
+136
| +13% | +$25.6K | 0.01% | 554 |
|
|
2024
Q1 | $300K | Buy |
1,086
+156
| +17% | +$43.1K | 0.01% | 459 |
|
|
2023
Q4 | $277K | Sell |
930
-98
| -10% | -$29.1K | 0.01% | 418 |
|
|
2023
Q3 | $263K | Buy |
+1,028
| New | +$263K | 0.01% | 414 |
|