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 |
|