Geneos Wealth Management’s UiPath PATH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.77K | Sell |
451
-501
| -53% | -$6.41K | ﹤0.01% | 2530 |
|
|
2025
Q1 | $9.81K | Buy |
952
+689
| +262% | +$7.1K | ﹤0.01% | 2570 |
|
|
2024
Q4 | $3.34K | Sell |
263
-40
| -13% | -$508 | ﹤0.01% | 2461 |
|
|
2024
Q3 | $3.88K | Sell |
303
-694
| -70% | -$8.88K | ﹤0.01% | 2141 |
|
|
2024
Q2 | $12.6K | Hold |
997
| – | – | ﹤0.01% | 1487 |
|
|
2024
Q1 | $22.6K | Buy |
997
+734
| +279% | +$16.6K | ﹤0.01% | 1317 |
|
|
2023
Q4 | $6.53K | Hold |
263
| – | – | ﹤0.01% | 1659 |
|
|
2023
Q3 | $4.5K | Hold |
263
| – | – | ﹤0.01% | 1772 |
|
|
2023
Q2 | $4.36K | Hold |
263
| – | – | ﹤0.01% | 1773 |
|
|
2023
Q1 | $4.62K | Sell |
263
-2,850
| -92% | -$50K | ﹤0.01% | 1750 |
|
|
2022
Q4 | $39.6K | Sell |
3,113
-1,350
| -30% | -$17.2K | ﹤0.01% | 1126 |
|
|
2022
Q3 | $56K | Sell |
4,463
-1,960
| -31% | -$24.6K | ﹤0.01% | 992 |
|
|
2022
Q2 | $120K | Buy |
6,423
+1,400
| +28% | +$26.2K | 0.01% | 945 |
|
|
2022
Q1 | $108K | Buy |
+5,023
| New | +$108K | ﹤0.01% | 1061 |
|