Wealth Enhancement Advisory Services’s UiPath PATH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.05M | Buy |
229,471
+105,633
| +85% | +$1.4M | 0.01% | 1134 |
|
|
2025
Q1 | $1.28M | Sell |
123,838
-36,531
| -23% | -$376K | ﹤0.01% | 1481 |
|
|
2024
Q4 | $2.04M | Buy |
160,369
+64,900
| +68% | +$825K | ﹤0.01% | 1178 |
|
|
2024
Q3 | $1.22M | Buy |
95,469
+59,435
| +165% | +$761K | ﹤0.01% | 1287 |
|
|
2024
Q2 | $457K | Buy |
36,034
+5,555
| +18% | +$70.4K | ﹤0.01% | 1699 |
|
|
2024
Q1 | $691K | Buy |
30,479
+4,039
| +15% | +$91.6K | ﹤0.01% | 1407 |
|
|
2023
Q4 | $657K | Sell |
26,440
-4,249
| -14% | -$106K | ﹤0.01% | 1348 |
|
|
2023
Q3 | $525K | Buy |
+30,689
| New | +$525K | ﹤0.01% | 1397 |
|