Advisornet Financial’s UiPath PATH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.7K | Buy |
2,476
+1,887
| +320% | +$24.2K | ﹤0.01% | 1122 |
|
|
2025
Q1 | $6.07K | Sell |
589
-14,961
| -96% | -$154K | ﹤0.01% | 1544 |
|
|
2024
Q4 | $198K | Buy |
15,550
+360
| +2% | +$4.58K | 0.02% | 515 |
|
|
2024
Q3 | $194K | Sell |
15,190
-910
| -6% | -$11.6K | 0.01% | 529 |
|
|
2024
Q2 | $204K | Buy |
16,100
+9,000
| +127% | +$114K | 0.02% | 474 |
|
|
2024
Q1 | $161K | Sell |
7,100
-10
| -0.1% | -$227 | 0.02% | 517 |
|
|
2023
Q4 | $177K | Hold |
7,110
| – | – | 0.02% | 495 |
|
|
2023
Q3 | $122K | Buy |
7,110
+2,000
| +39% | +$34.2K | 0.01% | 563 |
|
|
2023
Q2 | $84.7K | Buy |
5,110
+2,010
| +65% | +$33.3K | 0.01% | 678 |
|
|
2023
Q1 | $54.4K | Sell |
3,100
-25
| -0.8% | -$439 | 0.01% | 778 |
|
|
2022
Q4 | $39.7K | Hold |
3,125
| – | – | ﹤0.01% | 856 |
|
|
2022
Q3 | $39K | Buy |
3,125
+5
| +0.2% | +$62 | ﹤0.01% | 912 |
|
|
2022
Q2 | $57K | Buy |
3,120
+1,020
| +49% | +$18.6K | 0.01% | 825 |
|
|
2022
Q1 | $45K | Buy |
2,100
+1,100
| +110% | +$23.6K | ﹤0.01% | 992 |
|
|
2021
Q4 | $43K | Sell |
1,000
-2,306
| -70% | -$99.2K | ﹤0.01% | 1056 |
|
|
2021
Q3 | $174K | Buy |
+3,306
| New | +$174K | 0.01% | 617 |
|