Intellectus Partners’s UiPath PATH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-15,907
| Closed | -$204K | – | 282 |
|
|
2024
Q3 | $204K | Sell |
15,907
-2,650
| -14% | -$33.9K | 0.05% | 252 |
|
|
2024
Q2 | $235K | Sell |
18,557
-1,000
| -5% | -$12.7K | 0.06% | 232 |
|
|
2024
Q1 | $443K | Sell |
19,557
-160
| -0.8% | -$3.63K | 0.12% | 191 |
|
|
2023
Q4 | $490K | Sell |
19,717
-1,500
| -7% | -$37.3K | 0.14% | 179 |
|
|
2023
Q3 | $363K | Sell |
21,217
-800
| -4% | -$13.7K | 0.11% | 197 |
|
|
2023
Q2 | $365K | Buy |
22,017
+2,500
| +13% | +$41.4K | 0.11% | 199 |
|
|
2023
Q1 | $343K | Buy |
19,517
+4,550
| +30% | +$79.9K | 0.11% | 195 |
|
|
2022
Q4 | $190K | Buy |
+14,967
| New | +$190K | 0.07% | 236 |
|