Kestra Advisory Services’s UiPath PATH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $165K | Sell |
12,893
-6,332
| -33% | -$81K | ﹤0.01% | 2675 |
|
|
2025
Q1 | $198K | Buy |
+19,225
| New | +$198K | ﹤0.01% | 2479 |
|
|
2024
Q4 | – | Sell |
-11,259
| Closed | -$144K | – | 2760 |
|
|
2024
Q3 | $144K | Sell |
11,259
-7,317
| -39% | -$93.7K | ﹤0.01% | 2417 |
|
|
2024
Q2 | $236K | Sell |
18,576
-13,140
| -41% | -$167K | ﹤0.01% | 2281 |
|
|
2024
Q1 | $719K | Buy |
31,716
+10,670
| +51% | +$242K | ﹤0.01% | 1442 |
|
|
2023
Q4 | $523K | Buy |
+21,046
| New | +$523K | ﹤0.01% | 1505 |
|
|
2022
Q1 | – | Sell |
-6,559
| Closed | -$283K | – | 2091 |
|
|
2021
Q4 | $283K | Buy |
6,559
+833
| +15% | +$35.9K | ﹤0.01% | 1638 |
|
|
2021
Q3 | $301K | Buy |
+5,726
| New | +$301K | ﹤0.01% | 1663 |
|