Tyler-Stone Wealth Management’s UiPath PATH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,870
| Closed | -$49.1K | – | 718 |
|
|
2024
Q2 | $49.1K | Sell |
3,870
-680
| -15% | -$8.62K | 0.02% | 364 |
|
|
2024
Q1 | $103K | Buy |
4,550
+2,270
| +100% | +$51.5K | 0.05% | 269 |
|
|
2023
Q4 | $56.6K | Buy |
2,280
+600
| +36% | +$14.9K | 0.03% | 338 |
|
|
2023
Q3 | $29K | Hold |
1,680
| – | – | 0.02% | 418 |
|
|
2023
Q2 | $28K | Buy |
+1,680
| New | +$28K | 0.02% | 435 |
|
|
2022
Q4 | $9K | Hold |
680
| – | – | 0.01% | 576 |
|
|
2022
Q3 | $9K | Hold |
680
| – | – | 0.01% | 554 |
|
|
2022
Q2 | $12K | Buy |
+680
| New | +$12K | 0.01% | 521 |
|