Colonial Trust Advisors’s UiPath PATH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.4K | Buy |
500
+300
| +150% | +$3.84K | ﹤0.01% | 565 |
|
|
2025
Q1 | $2.06K | Hold |
200
| – | – | ﹤0.01% | 619 |
|
|
2024
Q4 | $2.54K | Sell |
200
-925
| -82% | -$11.8K | ﹤0.01% | 609 |
|
|
2024
Q3 | $14.4K | Buy |
1,125
+80
| +8% | +$1.02K | ﹤0.01% | 488 |
|
|
2024
Q2 | $13.3K | Buy |
1,045
+80
| +8% | +$1.01K | ﹤0.01% | 485 |
|
|
2024
Q1 | $21.9K | Buy |
965
+215
| +29% | +$4.87K | ﹤0.01% | 457 |
|
|
2023
Q4 | $18.6K | Hold |
750
| – | – | ﹤0.01% | 423 |
|
|
2023
Q3 | $12.8K | Buy |
750
+600
| +400% | +$10.3K | ﹤0.01% | 478 |
|
|
2023
Q2 | $2.49K | Hold |
150
| – | – | ﹤0.01% | 720 |
|
|
2023
Q1 | $2.63K | Hold |
150
| – | – | ﹤0.01% | 693 |
|
|
2022
Q4 | $1.91K | Buy |
+150
| New | +$1.91K | ﹤0.01% | 731 |
|