JFS Wealth Advisors’s UiPath PATH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64 | Hold |
5
| – | – | ﹤0.01% | 1826 |
|
|
2025
Q1 | $52 | Hold |
5
| – | – | ﹤0.01% | 1895 |
|
|
2024
Q4 | $64 | Sell |
5
-22
| -81% | -$282 | ﹤0.01% | 1902 |
|
|
2024
Q3 | $346 | Sell |
27
-50
| -65% | -$641 | ﹤0.01% | 1838 |
|
|
2024
Q2 | $977 | Buy |
77
+66
| +600% | +$837 | ﹤0.01% | 1669 |
|
|
2024
Q1 | $250 | Hold |
11
| – | – | ﹤0.01% | 1874 |
|
|
2023
Q4 | $274 | Hold |
11
| – | – | ﹤0.01% | 1865 |
|
|
2023
Q3 | $189 | Sell |
11
-10
| -48% | -$172 | ﹤0.01% | 1869 |
|
|
2023
Q2 | $348 | Buy |
+21
| New | +$348 | ﹤0.01% | 1807 |
|