Harbor Investment Advisory’s UiPath PATH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.63K | Hold |
440
| – | – | ﹤0.01% | 977 |
|
|
2025
Q1 | $4.53K | Sell |
440
-400
| -48% | -$4.12K | ﹤0.01% | 991 |
|
|
2024
Q4 | $10.7K | Buy |
840
+400
| +91% | +$5.08K | ﹤0.01% | 846 |
|
|
2024
Q3 | $5.63K | Hold |
440
| – | – | ﹤0.01% | 958 |
|
|
2024
Q2 | $5.58K | Sell |
440
-1,747
| -80% | -$22.2K | ﹤0.01% | 952 |
|
|
2024
Q1 | $49.6K | Sell |
2,187
-264
| -11% | -$5.99K | 0.01% | 584 |
|
|
2023
Q4 | $60.9K | Buy |
+2,451
| New | +$60.9K | 0.01% | 527 |
|
|
2022
Q3 | – | Sell |
-1,194
| Closed | -$22K | – | 1372 |
|
|
2022
Q2 | $22K | Hold |
1,194
| – | – | ﹤0.01% | 887 |
|
|
2022
Q1 | $26K | Hold |
1,194
| – | – | ﹤0.01% | 894 |
|
|
2021
Q4 | $51K | Buy |
1,194
+431
| +56% | +$18.4K | 0.01% | 741 |
|
|
2021
Q3 | $40K | Buy |
763
+139
| +22% | +$7.29K | 0.01% | 795 |
|
|
2021
Q2 | $42K | Buy |
+624
| New | +$42K | 0.01% | 742 |
|