True Wealth Design’s UiPath PATH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.7K | Sell |
2,551
-2,898
| -53% | -$37.1K | 0.01% | 274 |
|
|
2025
Q1 | $56.1K | Buy |
5,449
+286
| +6% | +$2.95K | 0.02% | 167 |
|
|
2024
Q4 | $65.6K | Buy |
5,163
+801
| +18% | +$10.2K | 0.03% | 121 |
|
|
2024
Q3 | $55.8K | Buy |
4,362
+4,342
| +21,710% | +$55.6K | 0.02% | 124 |
|
|
2024
Q2 | $254 | Buy |
20
+14
| +233% | +$178 | ﹤0.01% | 728 |
|
|
2024
Q1 | $137 | Buy |
6
+2
| +50% | +$46 | ﹤0.01% | 757 |
|
|
2023
Q4 | $100 | Buy |
4
+2
| +100% | +$50 | ﹤0.01% | 738 |
|
|
2023
Q3 | $35 | Hold |
2
| – | – | ﹤0.01% | 760 |
|
|
2023
Q2 | $34 | Sell |
2
-1,198
| -100% | -$20.4K | ﹤0.01% | 775 |
|
|
2023
Q1 | $21.1K | Hold |
1,200
| – | – | 0.01% | 199 |
|
|
2022
Q4 | $15.3K | Buy |
+1,200
| New | +$15.3K | 0.01% | 199 |
|