Avantax Advisory Services’s UiPath PATH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $140K | Buy |
10,911
+404
| +4% | +$5.17K | ﹤0.01% | 2255 |
|
|
2025
Q1 | $108K | Buy |
+10,507
| New | +$108K | ﹤0.01% | 2154 |
|
|
2024
Q4 | – | Sell |
-15,561
| Closed | -$199K | – | 2250 |
|
|
2024
Q3 | $199K | Sell |
15,561
-216
| -1% | -$2.77K | ﹤0.01% | 2004 |
|
|
2024
Q2 | $200K | Sell |
15,777
-3,813
| -19% | -$48.3K | ﹤0.01% | 1958 |
|
|
2024
Q1 | $444K | Buy |
19,590
+7,297
| +59% | +$165K | ﹤0.01% | 1103 |
|
|
2023
Q4 | $305K | Buy |
12,293
+811
| +7% | +$20.1K | ﹤0.01% | 1226 |
|
|
2023
Q3 | $196K | Sell |
11,482
-20
| -0.2% | -$342 | ﹤0.01% | 1435 |
|
|
2023
Q2 | $191K | Buy |
+11,502
| New | +$191K | ﹤0.01% | 1409 |
|