Burkett Financial 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 | $11.3K | Hold |
879
| – | – | ﹤0.01% | 143 |
|
|
2025
Q1 | $9.05K | Sell |
879
-2,045
| -70% | -$21.1K | ﹤0.01% | 169 |
|
|
2024
Q4 | $37.2K | Sell |
2,924
-35
| -1% | -$445 | 0.02% | 101 |
|
|
2024
Q3 | $37.9K | Hold |
2,959
| – | – | 0.02% | 94 |
|
|
2024
Q2 | $37.5K | Hold |
2,959
| – | – | 0.02% | 89 |
|
|
2024
Q1 | $67.1K | Hold |
2,959
| – | – | 0.03% | 73 |
|
|
2023
Q4 | $73.5K | Buy |
+2,959
| New | +$73.5K | 0.04% | 72 |
|