Benjamin Edwards Inc’s UiPath PATH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-17,490
| Closed | -$180K | – | 1192 |
|
|
2025
Q1 | $180K | Sell |
17,490
-15,369
| -47% | -$158K | ﹤0.01% | 1056 |
|
|
2024
Q4 | $418K | Sell |
32,859
-1,951
| -6% | -$24.8K | 0.01% | 880 |
|
|
2024
Q3 | $445K | Buy |
34,810
+34,200
| +5,607% | +$438K | 0.01% | 827 |
|
|
2024
Q2 | $8K | Sell |
610
-244
| -29% | -$3.2K | ﹤0.01% | 630 |
|
|
2024
Q1 | $19K | Sell |
854
-322
| -27% | -$7.16K | ﹤0.01% | 583 |
|
|
2023
Q4 | $29K | Sell |
1,176
-1,042
| -47% | -$25.7K | 0.01% | 519 |
|
|
2023
Q3 | $38K | Buy |
2,218
+90
| +4% | +$1.54K | 0.01% | 479 |
|
|
2023
Q2 | $35K | Buy |
2,128
+324
| +18% | +$5.33K | 0.01% | 490 |
|
|
2023
Q1 | $32K | Buy |
1,804
+105
| +6% | +$1.86K | 0.01% | 504 |
|
|
2022
Q4 | $22K | Buy |
1,699
+371
| +28% | +$4.8K | 0.01% | 497 |
|
|
2022
Q3 | $17K | Buy |
1,328
+147
| +12% | +$1.88K | 0.01% | 519 |
|
|
2022
Q2 | $21K | Buy |
1,181
+315
| +36% | +$5.6K | 0.01% | 515 |
|
|
2022
Q1 | $19K | Buy |
866
+158
| +22% | +$3.47K | 0.01% | 562 |
|
|
2021
Q4 | $31K | Buy |
708
+280
| +65% | +$12.3K | 0.01% | 469 |
|
|
2021
Q3 | $23K | Buy |
+428
| New | +$23K | 0.01% | 393 |
|