J.P. Morgan Private Wealth Advisors’s UiPath PATH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.48M | Sell |
86,355
-10,416
| -11% | -$178K | ﹤0.01% | 844 |
|
|
2023
Q2 | $1.6M | Sell |
96,771
-45,009
| -32% | -$746K | 0.01% | 635 |
|
|
2023
Q1 | $2.49M | Buy |
141,780
+29,521
| +26% | +$518K | 0.01% | 793 |
|
|
2022
Q4 | $1.43M | Buy |
112,259
+1,917
| +2% | +$24.4K | ﹤0.01% | 977 |
|
|
2022
Q3 | $1.39M | Buy |
110,342
+15,830
| +17% | +$200K | ﹤0.01% | 993 |
|
|
2022
Q2 | $1.72M | Buy |
94,512
+3,438
| +4% | +$62.5K | ﹤0.01% | 891 |
|
|
2022
Q1 | $1.97M | Buy |
91,074
+1,410
| +2% | +$30.4K | ﹤0.01% | 905 |
|
|
2021
Q4 | $3.87M | Buy |
89,664
+63,181
| +239% | +$2.72M | 0.01% | 686 |
|
|
2021
Q3 | $1.39M | Buy |
+26,483
| New | +$1.39M | ﹤0.01% | 1053 |
|