Kestra Private Wealth Services’s UiPath PATH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $469K | Sell |
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|
2025
Q1 | $758K | Buy |
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|
2024
Q4 | $936K | Sell |
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|
2024
Q3 | $976K | Buy |
|
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|
2024
Q2 | $928K | Buy |
|
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|
2024
Q1 | $948K | Buy |
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|
2023
Q4 | $966K | Sell |
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|
2023
Q3 | $704K | Buy |
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|
2023
Q2 | $408K | Sell |
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|
2023
Q1 | $434K | Buy |
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|
2022
Q4 | $304K | Sell |
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|
2022
Q3 | $314K | Buy |
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|
2022
Q2 | $229K | Sell |
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|
2022
Q1 | $287K | Buy |
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|
2021
Q4 | $554K | Buy |
|