Householder Group Estate & Retirement Specialist’s UiPath PATH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$5K Hold
421
﹤0.01% 429
2024
Q3
$5K Sell
421
-903
-68% -$10.7K ﹤0.01% 936
2024
Q2
$16K Sell
1,324
-973
-42% -$11.8K ﹤0.01% 725
2024
Q1
$52.1K Sell
2,297
-162
-7% -$3.67K 0.02% 464
2023
Q4
$61K Buy
2,459
+40
+2% +$992 0.02% 425
2023
Q3
$41.4K Buy
+2,419
New +$41.4K 0.01% 485
2023
Q1
$40K Buy
2,269
+70
+3% +$1.23K 0.02% 484
2022
Q4
$27K Buy
2,199
+166
+8% +$2.04K 0.04% 154
2022
Q3
$25K Buy
+2,033
New +$25K 0.01% 534