Sowell Financial Services’s UiPath PATH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-12,755
| Closed | -$289K | – | 555 |
|
|
2024
Q1 | $289K | Sell |
12,755
-21,148
| -62% | -$479K | 0.01% | 513 |
|
|
2023
Q4 | $842K | Buy |
33,903
+18,213
| +116% | +$452K | 0.05% | 356 |
|
|
2023
Q3 | $268K | Sell |
15,690
-9,102
| -37% | -$155K | 0.02% | 473 |
|
|
2023
Q2 | $411K | Buy |
+24,792
| New | +$411K | 0.02% | 482 |
|
|
2022
Q1 | – | Sell |
-34,748
| Closed | -$1.5M | – | 404 |
|
|
2021
Q4 | $1.5M | Buy |
+34,748
| New | +$1.5M | 0.09% | 254 |
|