EverSource Wealth Advisors’s UiPath PATH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Buy |
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|
2025
Q1 | $25.8K | Sell |
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|
2024
Q4 | $37.8K | Buy |
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|
2024
Q3 | $15.8K | Sell |
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|
2024
Q2 | $44.7K | Buy |
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|
2024
Q1 | $55.4K | Buy |
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|
2023
Q4 | $69.1K | Buy |
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|
2023
Q3 | $46.9K | Sell |
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|
2023
Q2 | $46.4K | Sell |
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|
2023
Q1 | $62.4K | Buy |
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|
2022
Q4 | $44.4K | Buy |
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|
2022
Q3 | $1K | Hold |
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|
2022
Q2 | $1K | Hold |
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|
2022
Q1 | $1K | Sell |
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|
2021
Q4 | $10K | Buy |
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