EverSource Wealth Advisors’s UiPath PATH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Buy |
16,836
+14,330
| +572% | +$183K | 0.01% | 819 |
|
|
2025
Q1 | $25.8K | Sell |
2,506
-468
| -16% | -$4.82K | ﹤0.01% | 1557 |
|
|
2024
Q4 | $37.8K | Buy |
2,974
+1,742
| +141% | +$22.1K | ﹤0.01% | 1313 |
|
|
2024
Q3 | $15.8K | Sell |
1,232
-2,444
| -66% | -$31.3K | ﹤0.01% | 1605 |
|
|
2024
Q2 | $44.7K | Buy |
3,676
+757
| +26% | +$9.21K | ﹤0.01% | 1144 |
|
|
2024
Q1 | $55.4K | Buy |
2,919
+138
| +5% | +$2.62K | ﹤0.01% | 937 |
|
|
2023
Q4 | $69.1K | Buy |
2,781
+42
| +2% | +$1.04K | 0.01% | 774 |
|
|
2023
Q3 | $46.9K | Sell |
2,739
-61
| -2% | -$1.04K | 0.01% | 838 |
|
|
2023
Q2 | $46.4K | Sell |
2,800
-753
| -21% | -$12.5K | 0.01% | 866 |
|
|
2023
Q1 | $62.4K | Buy |
3,553
+61
| +2% | +$1.07K | 0.01% | 706 |
|
|
2022
Q4 | $44.4K | Buy |
3,492
+3,452
| +8,630% | +$43.9K | 0.01% | 806 |
|
|
2022
Q3 | $1K | Hold |
40
| – | – | ﹤0.01% | 1862 |
|
|
2022
Q2 | $1K | Hold |
40
| – | – | ﹤0.01% | 1656 |
|
|
2022
Q1 | $1K | Sell |
40
-175
| -81% | -$4.38K | ﹤0.01% | 1659 |
|
|
2021
Q4 | $10K | Buy |
+215
| New | +$10K | ﹤0.01% | 969 |
|