Allworth 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 | $106K | Buy |
8,266
+2,595
| +46% | +$33.2K | ﹤0.01% | 1506 |
|
|
2025
Q1 | $64.2K | Sell |
5,671
-999
| -15% | -$11.3K | ﹤0.01% | 1434 |
|
|
2024
Q4 | $89.7K | Buy |
6,670
+100
| +2% | +$1.35K | ﹤0.01% | 1313 |
|
|
2024
Q3 | $84.1K | Buy |
6,570
+338
| +5% | +$4.33K | ﹤0.01% | 1162 |
|
|
2024
Q2 | $75.1K | Buy |
6,232
+3,205
| +106% | +$38.6K | ﹤0.01% | 1191 |
|
|
2024
Q1 | $68.6K | Buy |
3,027
+1,392
| +85% | +$31.6K | ﹤0.01% | 1162 |
|
|
2023
Q4 | $40.6K | Buy |
1,635
+37
| +2% | +$919 | ﹤0.01% | 1275 |
|
|
2023
Q3 | $27.3K | Buy |
1,598
+111
| +7% | +$1.9K | ﹤0.01% | 1348 |
|
|
2023
Q2 | $24.6K | Sell |
1,487
-23
| -2% | -$381 | ﹤0.01% | 1413 |
|
|
2023
Q1 | $26.5K | Buy |
1,510
+7
| +0.5% | +$123 | ﹤0.01% | 1302 |
|
|
2022
Q4 | $19.1K | Buy |
1,503
+1,277
| +565% | +$16.2K | ﹤0.01% | 1385 |
|
|
2022
Q3 | $3K | Buy |
+226
| New | +$3K | ﹤0.01% | 2049 |
|