Whittier Trust’s UiPath PATH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37K | Hold |
2,890
| – | – | ﹤0.01% | 1004 |
|
|
2025
Q1 | $29.8K | Hold |
2,890
| – | – | ﹤0.01% | 1028 |
|
|
2024
Q4 | $36.7K | Sell |
2,890
-1,044
| -27% | -$13.3K | ﹤0.01% | 989 |
|
|
2024
Q3 | $50.4K | Sell |
3,934
-788
| -17% | -$10.1K | ﹤0.01% | 921 |
|
|
2024
Q2 | $59.9K | Sell |
4,722
-9,139
| -66% | -$116K | ﹤0.01% | 879 |
|
|
2024
Q1 | $314K | Hold |
13,861
| – | – | ﹤0.01% | 566 |
|
|
2023
Q4 | $344K | Sell |
13,861
-33
| -0.2% | -$820 | 0.01% | 549 |
|
|
2023
Q3 | $238K | Buy |
13,894
+33
| +0.2% | +$565 | ﹤0.01% | 595 |
|
|
2023
Q2 | $230K | Hold |
13,861
| – | – | ﹤0.01% | 605 |
|
|
2023
Q1 | $243K | Hold |
13,861
| – | – | ﹤0.01% | 610 |
|
|
2022
Q4 | $176K | Buy |
13,861
+3,529
| +34% | +$44.9K | ﹤0.01% | 679 |
|
|
2022
Q3 | $130K | Buy |
10,332
+257
| +3% | +$3.23K | ﹤0.01% | 738 |
|
|
2022
Q2 | $183K | Buy |
10,075
+9,975
| +9,975% | +$181K | ﹤0.01% | 664 |
|
|
2022
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 1597 |
|
|
2021
Q4 | $4K | Sell |
100
-375
| -79% | -$15K | ﹤0.01% | 1443 |
|
|
2021
Q3 | $25K | Buy |
+475
| New | +$25K | ﹤0.01% | 1075 |
|