Axxcess Wealth Management’s UiPath PATH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-24,231
| Closed | -$307K | – | 928 |
|
|
2024
Q2 | $307K | Buy |
24,231
+5,621
| +30% | +$71.3K | 0.01% | 642 |
|
|
2024
Q1 | $422K | Sell |
18,610
-7,020
| -27% | -$159K | 0.01% | 582 |
|
|
2023
Q4 | $637K | Sell |
25,630
-3,491
| -12% | -$86.7K | 0.02% | 456 |
|
|
2023
Q3 | $498K | Buy |
29,121
+740
| +3% | +$12.7K | 0.02% | 469 |
|
|
2023
Q2 | $470K | Buy |
28,381
+3,098
| +12% | +$51.3K | 0.03% | 363 |
|
|
2023
Q1 | $444K | Buy |
25,283
+4,479
| +22% | +$78.7K | 0.03% | 398 |
|
|
2022
Q4 | $264K | Sell |
20,804
-7,670
| -27% | -$97.5K | 0.02% | 481 |
|
|
2022
Q3 | $359K | Sell |
28,474
-541
| -2% | -$6.82K | 0.03% | 368 |
|
|
2022
Q2 | $528K | Buy |
29,015
+9,511
| +49% | +$173K | 0.05% | 293 |
|
|
2022
Q1 | $421K | Buy |
19,504
+264
| +1% | +$5.7K | 0.03% | 390 |
|
|
2021
Q4 | $830K | Buy |
+19,240
| New | +$830K | 0.06% | 247 |
|