Spire 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 | $454K | Buy |
35,477
+9,612
| +37% | +$123K | 0.02% | 532 |
|
|
2025
Q1 | $266K | Buy |
+25,865
| New | +$266K | 0.01% | 752 |
|
|
2024
Q4 | – | Sell |
-1,618
| Closed | -$20.7K | – | 2506 |
|
|
2024
Q3 | $20.7K | Sell |
1,618
-2,940
| -65% | -$37.6K | ﹤0.01% | 1430 |
|
|
2024
Q2 | $57.8K | Sell |
4,558
-20,808
| -82% | -$264K | ﹤0.01% | 1070 |
|
|
2024
Q1 | $575K | Sell |
25,366
-1,249
| -5% | -$28.3K | 0.01% | 489 |
|
|
2023
Q4 | $592K | Buy |
26,615
+9,021
| +51% | +$201K | 0.02% | 479 |
|
|
2023
Q3 | $301K | Buy |
17,594
+12,594
| +252% | +$215K | 0.01% | 593 |
|
|
2023
Q2 | $82.9K | Buy |
5,000
+4,800
| +2,400% | +$79.5K | ﹤0.01% | 1027 |
|
|
2023
Q1 | $3.51K | Buy |
+200
| New | +$3.51K | ﹤0.01% | 2120 |
|
|
2022
Q4 | – | Sell |
-212
| Closed | -$3K | – | 2377 |
|
|
2022
Q3 | $3K | Hold |
212
| – | – | ﹤0.01% | 1878 |
|
|
2022
Q2 | $4K | Buy |
+212
| New | +$4K | ﹤0.01% | 2206 |
|