Cape Investment Advisory’s UiPath PATH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-140
| Closed | -$1.78K | – | 1180 |
|
|
2024
Q4 | $1.78K | Hold |
140
| – | – | ﹤0.01% | 894 |
|
|
2024
Q3 | $1.79K | Hold |
140
| – | – | ﹤0.01% | 836 |
|
|
2024
Q2 | $1.78K | Hold |
140
| – | – | ﹤0.01% | 797 |
|
|
2024
Q1 | $3.17K | Hold |
140
| – | – | ﹤0.01% | 717 |
|
|
2023
Q4 | $3.48K | Buy |
+140
| New | +$3.48K | ﹤0.01% | 836 |
|