Kestra Private Wealth 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 | $469K | Sell |
36,621
-37,019
| -50% | -$474K | 0.01% | 1067 |
|
|
2025
Q1 | $758K | Buy |
73,640
+31
| +0% | +$319 | 0.01% | 784 |
|
|
2024
Q4 | $936K | Sell |
73,609
-2,662
| -3% | -$33.8K | 0.02% | 673 |
|
|
2024
Q3 | $976K | Buy |
76,271
+3,075
| +4% | +$39.4K | 0.02% | 624 |
|
|
2024
Q2 | $928K | Buy |
73,196
+31,372
| +75% | +$398K | 0.02% | 597 |
|
|
2024
Q1 | $948K | Buy |
41,824
+2,921
| +8% | +$66.2K | 0.02% | 569 |
|
|
2023
Q4 | $966K | Sell |
38,903
-2,218
| -5% | -$55.1K | 0.02% | 538 |
|
|
2023
Q3 | $704K | Buy |
41,121
+16,493
| +67% | +$282K | 0.02% | 557 |
|
|
2023
Q2 | $408K | Sell |
24,628
-74
| -0.3% | -$1.23K | 0.01% | 705 |
|
|
2023
Q1 | $434K | Buy |
24,702
+803
| +3% | +$14.1K | 0.02% | 644 |
|
|
2022
Q4 | $304K | Sell |
23,899
-1,017
| -4% | -$12.9K | 0.02% | 667 |
|
|
2022
Q3 | $314K | Buy |
24,916
+12,345
| +98% | +$156K | 0.02% | 638 |
|
|
2022
Q2 | $229K | Sell |
12,571
-725
| -5% | -$13.2K | 0.01% | 744 |
|
|
2022
Q1 | $287K | Buy |
13,296
+456
| +4% | +$9.84K | 0.01% | 764 |
|
|
2021
Q4 | $554K | Buy |
+12,840
| New | +$554K | 0.03% | 555 |
|