Bogart Wealth LLC’s UiPath PATH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.48K | Buy |
350
+150
| +75% | +$1.92K | ﹤0.01% | 953 |
|
|
2025
Q1 | $2.06K | Sell |
200
-200
| -50% | -$2.06K | ﹤0.01% | 1054 |
|
|
2024
Q4 | $5.08K | Hold |
400
| – | – | ﹤0.01% | 873 |
|
|
2024
Q3 | $5.12K | Hold |
400
| – | – | ﹤0.01% | 825 |
|
|
2024
Q2 | $5.07K | Hold |
400
| – | – | ﹤0.01% | 783 |
|
|
2024
Q1 | $9.07K | Buy |
400
+200
| +100% | +$4.53K | ﹤0.01% | 665 |
|
|
2023
Q4 | $4.97K | Buy |
+200
| New | +$4.97K | ﹤0.01% | 747 |
|
|
2022
Q4 | – | Sell |
-95
| Closed | -$1K | – | 1169 |
|
|
2022
Q3 | $1K | Buy |
95
+50
| +111% | +$526 | ﹤0.01% | 927 |
|
|
2022
Q2 | $1K | Buy |
+45
| New | +$1K | ﹤0.01% | 855 |
|