Advisors Asset Management’s UiPath PATH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $909K | Buy |
71,029
+1,623
| +2% | +$20.8K | 0.02% | 798 |
|
|
2025
Q1 | $715K | Buy |
69,406
+59,052
| +570% | +$608K | 0.01% | 850 |
|
|
2024
Q4 | $132K | Buy |
10,354
+6,655
| +180% | +$84.6K | ﹤0.01% | 1181 |
|
|
2024
Q3 | $47.3K | Sell |
3,699
-89
| -2% | -$1.14K | ﹤0.01% | 1306 |
|
|
2024
Q2 | $48K | Buy |
3,788
+751
| +25% | +$9.52K | ﹤0.01% | 1305 |
|
|
2024
Q1 | $68.8K | Buy |
3,037
+787
| +35% | +$17.8K | ﹤0.01% | 1253 |
|
|
2023
Q4 | $55.9K | Buy |
2,250
+104
| +5% | +$2.58K | ﹤0.01% | 1274 |
|
|
2023
Q3 | $36.7K | Buy |
2,146
+276
| +15% | +$4.72K | ﹤0.01% | 1310 |
|
|
2023
Q2 | $31K | Sell |
1,870
-2,203
| -54% | -$36.5K | ﹤0.01% | 1332 |
|
|
2023
Q1 | $71.5K | Sell |
4,073
-2,399
| -37% | -$42.1K | ﹤0.01% | 1265 |
|
|
2022
Q4 | $82.3K | Sell |
6,472
-940
| -13% | -$11.9K | ﹤0.01% | 1279 |
|
|
2022
Q3 | $93K | Buy |
7,412
+163
| +2% | +$2.05K | ﹤0.01% | 1279 |
|
|
2022
Q2 | $132K | Buy |
7,249
+754
| +12% | +$13.7K | ﹤0.01% | 1239 |
|
|
2022
Q1 | $140K | Buy |
6,495
+2,771
| +74% | +$59.7K | ﹤0.01% | 1305 |
|
|
2021
Q4 | $161K | Buy |
3,724
+2,658
| +249% | +$115K | ﹤0.01% | 1288 |
|
|
2021
Q3 | $56K | Buy |
+1,066
| New | +$56K | ﹤0.01% | 1352 |
|