GJIA
Glass Jacobson Investment Advisors’s UiPath PATH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-17,000
| Closed | -$216K | – | 759 |
|
|
2025
Q1 | $216K | Hold |
17,000
| – | – | 0.07% | 229 |
|
|
2024
Q4 | $216K | Sell |
17,000
-3,000
| -15% | -$38.1K | 0.07% | 229 |
|
|
2024
Q3 | $256K | Hold |
20,000
| – | – | 0.08% | 202 |
|
|
2024
Q2 | $254K | Hold |
20,000
| – | – | 0.09% | 192 |
|
|
2024
Q1 | $453K | Sell |
20,000
-22,695
| -53% | -$514K | 0.17% | 135 |
|
|
2023
Q4 | $1.06M | Sell |
42,695
-4,750
| -10% | -$118K | 0.43% | 74 |
|
|
2023
Q3 | $812K | Sell |
47,445
-10,000
| -17% | -$171K | 0.37% | 83 |
|
|
2023
Q2 | $952K | Buy |
+57,445
| New | +$952K | 0.44% | 71 |
|
|
2022
Q4 | $876K | Buy |
+68,945
| New | +$876K | 0.43% | 65 |
|