Adero Partners’s UiPath PATH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-12,271
| Closed | -$156K | – | 272 |
|
2024
Q4 | $156K | Buy |
12,271
+50
| +0.4% | +$635 | 0.01% | 242 |
|
2024
Q3 | $156K | Buy |
12,221
+51
| +0.4% | +$653 | 0.01% | 224 |
|
2024
Q2 | $154K | Buy |
12,170
+10
| +0.1% | +$127 | 0.01% | 204 |
|
2024
Q1 | $276K | Sell |
12,160
-2,715
| -18% | -$61.5K | 0.02% | 160 |
|
2023
Q4 | $369K | Sell |
14,875
-13,947
| -48% | -$346K | 0.03% | 132 |
|
2023
Q3 | $493K | Sell |
28,822
-15,404
| -35% | -$264K | 0.05% | 103 |
|
2023
Q2 | $733K | Buy |
44,226
+157
| +0.4% | +$2.6K | 0.07% | 83 |
|
2023
Q1 | $774K | Sell |
44,069
-26,590
| -38% | -$467K | 0.08% | 78 |
|
2022
Q4 | $898K | Buy |
70,659
+148
| +0.2% | +$1.88K | 0.11% | 70 |
|
2022
Q3 | $824K | Buy |
70,511
+21,906
| +45% | +$256K | 0.1% | 71 |
|
2022
Q2 | $923K | Sell |
48,605
-175,632
| -78% | -$3.34M | 0.13% | 68 |
|
2022
Q1 | $4.84M | Hold |
224,237
| – | – | 0.71% | 22 |
|
2021
Q4 | $9.67M | Sell |
224,237
-2,518
| -1% | -$109K | 1.59% | 15 |
|
2021
Q3 | $11.9M | Buy |
+226,755
| New | +$11.9M | 2.15% | 17 |
|