TD Private Client Wealth’s UiPath PATH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $678 | Buy |
+53
| New | +$678 | ﹤0.01% | 1326 |
|
|
2023
Q3 | – | Sell |
-55
| Closed | -$911 | – | 1260 |
|
|
2023
Q2 | $911 | Hold |
55
| – | – | ﹤0.01% | 1215 |
|
|
2023
Q1 | $966 | Buy |
55
+21
| +62% | +$369 | ﹤0.01% | 1191 |
|
|
2022
Q4 | $432 | Buy |
+34
| New | +$432 | ﹤0.01% | 1182 |
|
|
2022
Q2 | – | Sell |
-196
| Closed | -$4.23K | – | 1274 |
|
|
2022
Q1 | $4.23K | Buy |
+196
| New | +$4.23K | ﹤0.01% | 1110 |
|