Brandywine Trust’s UiPath PATH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-148,727
| Closed | -$3.69M | – | 32 |
|
2023
Q4 | $3.69M | Buy |
+148,727
| New | +$3.69M | 0.74% | 10 |
|
2023
Q3 | – | Sell |
-33,358
| Closed | -$553K | – | 28 |
|
2023
Q2 | $553K | Buy |
+33,358
| New | +$553K | 0.12% | 22 |
|
2021
Q4 | – | Sell |
-66,716
| Closed | -$3.51M | – | 32 |
|
2021
Q3 | $3.51M | Buy |
66,716
+42,182
| +172% | +$2.22M | 1.22% | 8 |
|
2021
Q2 | $1.67M | Buy |
+24,534
| New | +$1.67M | 0.53% | 13 |
|