Diversified Trust’s UiPath PATH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $711K | Sell |
55,544
-210
| -0.4% | -$2.69K | 0.02% | 480 |
|
|
2025
Q1 | $574K | Sell |
55,754
-487
| -0.9% | -$5.02K | 0.01% | 536 |
|
|
2024
Q4 | $715K | Buy |
+56,241
| New | +$715K | 0.02% | 480 |
|
|
2024
Q3 | – | Sell |
-31,815
| Closed | -$403K | – | 951 |
|
|
2024
Q2 | $403K | Buy |
31,815
+7,429
| +30% | +$94.2K | 0.01% | 598 |
|
|
2024
Q1 | $553K | Buy |
+24,386
| New | +$553K | 0.02% | 488 |
|
|
2023
Q3 | – | Sell |
-17,067
| Closed | -$283K | – | 900 |
|
|
2023
Q2 | $283K | Buy |
17,067
+3,218
| +23% | +$53.3K | 0.01% | 658 |
|
|
2023
Q1 | $243K | Sell |
13,849
-709
| -5% | -$12.5K | 0.01% | 705 |
|
|
2022
Q4 | $185K | Buy |
+14,558
| New | +$185K | 0.01% | 734 |
|