Prospera Financial 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 | $141K | Sell |
11,036
-900
| -8% | -$11.5K | ﹤0.01% | 1270 |
|
2025
Q1 | $123K | Sell |
11,936
-1,075
| -8% | -$11.1K | ﹤0.01% | 1135 |
|
2024
Q4 | $165K | Sell |
13,011
-10,600
| -45% | -$135K | ﹤0.01% | 1098 |
|
2024
Q3 | $302K | Sell |
23,611
-4,382
| -16% | -$56.1K | 0.01% | 916 |
|
2024
Q2 | $355K | Sell |
27,993
-595
| -2% | -$7.55K | 0.01% | 846 |
|
2024
Q1 | $648K | Buy |
+28,588
| New | +$648K | 0.02% | 618 |
|
2022
Q2 | – | Sell |
-1,241
| Closed | -$27K | – | 2303 |
|
2022
Q1 | $27K | Buy |
+1,241
| New | +$27K | ﹤0.01% | 1624 |
|