HWA
HHM Wealth Advisors’s UiPath PATH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $768 | Hold |
60
| – | – | ﹤0.01% | 821 |
|
|
2025
Q1 | $618 | Hold |
60
| – | – | ﹤0.01% | 873 |
|
|
2024
Q4 | $763 | Sell |
60
-1,150
| -95% | -$14.6K | ﹤0.01% | 880 |
|
|
2024
Q3 | $15.5K | Hold |
1,210
| – | – | ﹤0.01% | 503 |
|
|
2024
Q2 | $15.3K | Hold |
1,210
| – | – | ﹤0.01% | 496 |
|
|
2024
Q1 | $27.4K | Hold |
1,210
| – | – | ﹤0.01% | 376 |
|
|
2023
Q4 | $30.1K | Hold |
1,210
| – | – | 0.01% | 356 |
|
|
2023
Q3 | $20.7K | Hold |
1,210
| – | – | ﹤0.01% | 395 |
|
|
2023
Q2 | $20.1K | Hold |
1,210
| – | – | ﹤0.01% | 419 |
|
|
2023
Q1 | $21.2K | Hold |
1,210
| – | – | ﹤0.01% | 409 |
|
|
2022
Q4 | $15.4K | Sell |
1,210
-245
| -17% | -$3.11K | ﹤0.01% | 396 |
|
|
2022
Q3 | $18K | Hold |
1,455
| – | – | ﹤0.01% | 362 |
|
|
2022
Q2 | $26K | Sell |
1,455
-15
| -1% | -$268 | 0.01% | 387 |
|
|
2022
Q1 | $32K | Buy |
1,470
+126
| +9% | +$2.74K | 0.01% | 371 |
|
|
2021
Q4 | $58K | Buy |
+1,344
| New | +$58K | 0.01% | 285 |
|