Global Financial Private Client’s UiPath PATH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-16
| Closed | -$165 | – | 1194 |
|
|
2025
Q1 | $165 | Buy |
16
+9
| +129% | +$93 | ﹤0.01% | 1554 |
|
|
2024
Q4 | $89 | Buy |
+7
| New | +$89 | ﹤0.01% | 1505 |
|
|
2024
Q2 | – | Sell |
-6,471
| Closed | -$144K | – | 716 |
|
|
2024
Q1 | $144K | Buy |
6,471
+551
| +9% | +$12.2K | 0.06% | 203 |
|
|
2023
Q4 | $147K | Buy |
5,920
+215
| +4% | +$5.34K | 0.07% | 191 |
|
|
2023
Q3 | $98.4K | Buy |
5,705
+1,095
| +24% | +$18.9K | 0.05% | 218 |
|
|
2023
Q2 | $78K | Buy |
+4,610
| New | +$78K | 0.04% | 247 |
|