AssetMark Inc’s UiPath PATH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.75K | Buy |
+371
| New | +$4.75K | ﹤0.01% | 2149 |
|
|
2025
Q1 | – | Sell |
-26
| Closed | -$330 | – | 2729 |
|
|
2024
Q4 | $330 | Buy |
+26
| New | +$330 | ﹤0.01% | 2428 |
|
|
2024
Q1 | – | Sell |
-8
| Closed | -$199 | – | 2070 |
|
|
2023
Q4 | $199 | Buy |
+8
| New | +$199 | ﹤0.01% | 1769 |
|
|
2022
Q3 | – | Sell |
-109
| Closed | -$2K | – | 1605 |
|
|
2022
Q2 | $2K | Buy |
109
+9
| +9% | +$165 | ﹤0.01% | 1384 |
|
|
2022
Q1 | $2K | Buy |
100
+23
| +30% | +$460 | ﹤0.01% | 1434 |
|
|
2021
Q4 | $3K | Sell |
77
-2
| -3% | -$78 | ﹤0.01% | 1330 |
|
|
2021
Q3 | $4K | Buy |
79
+18
| +30% | +$911 | ﹤0.01% | 1184 |
|
|
2021
Q2 | $4K | Buy |
+61
| New | +$4K | ﹤0.01% | 1118 |
|