Invictus Private Wealth’s UiPath PATH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256K | Sell |
20,000
-1,000
| -5% | -$12.8K | 0.02% | 74 |
|
|
2025
Q1 | $216K | Sell |
21,000
-72,000
| -77% | -$742K | 0.02% | 77 |
|
|
2024
Q4 | $1.18M | Sell |
93,000
-70,995
| -43% | -$902K | 0.09% | 37 |
|
|
2024
Q3 | $2.1M | Sell |
163,995
-11,516
| -7% | -$147K | 0.17% | 29 |
|
|
2024
Q2 | $2.23M | Sell |
175,511
-807,256
| -82% | -$10.2M | 0.19% | 30 |
|
|
2024
Q1 | $22.3M | Buy |
982,767
+846,125
| +619% | +$19.2M | 1.98% | 15 |
|
|
2023
Q4 | $3.39M | Sell |
136,642
-40,860
| -23% | -$1.01M | 0.33% | 26 |
|
|
2023
Q3 | $3.04M | Buy |
177,502
+25,809
| +17% | +$442K | 0.33% | 28 |
|
|
2023
Q2 | $2.51M | Sell |
151,693
-67,693
| -31% | -$1.12M | 0.27% | 29 |
|
|
2023
Q1 | $3.85M | Buy |
219,386
+57,786
| +36% | +$1.01M | 0.45% | 26 |
|
|
2022
Q4 | $2.05M | Buy |
+161,600
| New | +$2.05M | 0.26% | 30 |
|