Prosperity Wealth Management’s UiPath PATH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Buy |
+21,200
| New | +$271K | 0.1% | 187 |
|
|
2025
Q1 | – | Sell |
-13,900
| Closed | -$177K | – | 242 |
|
|
2024
Q4 | $177K | Sell |
13,900
-6,855
| -33% | -$87.1K | 0.07% | 195 |
|
|
2024
Q3 | $266K | Buy |
+20,755
| New | +$266K | 0.11% | 145 |
|
|
2024
Q2 | – | Sell |
-16,650
| Closed | -$377K | – | 189 |
|
|
2024
Q1 | $377K | Buy |
16,650
+1,050
| +7% | +$23.8K | 0.18% | 96 |
|
|
2023
Q4 | $388K | Buy |
15,600
+1,250
| +9% | +$31.1K | 0.25% | 69 |
|
|
2023
Q3 | $246K | Buy |
14,350
+1,170
| +9% | +$20K | 0.16% | 107 |
|
|
2023
Q2 | $218K | Buy |
+13,180
| New | +$218K | 0.14% | 115 |
|