Glassman Wealth Services’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 |
-514
| Closed | -$12.8K | – | 1338 |
|
|
2023
Q4 | $12.8K | Sell |
514
-40
| -7% | -$994 | ﹤0.01% | 817 |
|
|
2023
Q3 | $9.48K | Buy |
554
+328
| +145% | +$5.61K | ﹤0.01% | 875 |
|
|
2023
Q2 | $3.75K | Hold |
226
| – | – | ﹤0.01% | 1069 |
|
|
2023
Q1 | $3.97K | Buy |
226
+10
| +5% | +$176 | ﹤0.01% | 1073 |
|
|
2022
Q4 | $2.75K | Sell |
216
-342
| -61% | -$4.35K | ﹤0.01% | 1182 |
|
|
2022
Q3 | $7K | Buy |
+558
| New | +$7K | ﹤0.01% | 909 |
|