FDx Advisors’s UiPath PATH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-22,956
| Closed | -$570K | – | 559 |
|
|
2023
Q4 | $570K | Sell |
22,956
-5,768
| -20% | -$143K | 0.04% | 361 |
|
|
2023
Q3 | $491K | Buy |
28,724
+1,012
| +4% | +$17.3K | 0.04% | 349 |
|
|
2023
Q2 | $459K | Buy |
27,712
+4,501
| +19% | +$74.6K | 0.03% | 471 |
|
|
2023
Q1 | $295K | Hold |
23,211
| – | – | 0.01% | 575 |
|
|
2022
Q4 | $295K | Buy |
23,211
+3,553
| +18% | +$45.2K | 0.01% | 575 |
|
|
2022
Q3 | $248K | Sell |
19,658
-2,252
| -10% | -$28.4K | 0.01% | 614 |
|
|
2022
Q2 | $399K | Buy |
21,910
+3,924
| +22% | +$71.5K | 0.02% | 539 |
|
|
2022
Q1 | $388K | Buy |
17,986
+7,599
| +73% | +$164K | 0.01% | 575 |
|
|
2021
Q4 | $448K | Buy |
10,387
+2,653
| +34% | +$114K | 0.01% | 569 |
|
|
2021
Q3 | $407K | Buy |
+7,734
| New | +$407K | 0.01% | 567 |
|