Archford Capital Strategies’s UiPath PATH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $360K | Sell |
28,131
-70,602
| -72% | -$904K | 0.05% | 250 |
|
|
2025
Q1 | $1.02M | Buy |
98,733
+40,109
| +68% | +$413K | 0.15% | 143 |
|
|
2024
Q4 | $745K | Buy |
58,624
+30,973
| +112% | +$394K | 0.11% | 152 |
|
|
2024
Q3 | $352K | Buy |
27,651
+264
| +1% | +$3.36K | 0.05% | 205 |
|
|
2024
Q2 | $347K | Buy |
27,387
+4,342
| +19% | +$55.1K | 0.06% | 209 |
|
|
2024
Q1 | $522K | Sell |
23,045
-109
| -0.5% | -$2.47K | 0.09% | 173 |
|
|
2023
Q4 | $575K | Buy |
23,154
+3,550
| +18% | +$88.2K | 0.11% | 158 |
|
|
2023
Q3 | $335K | Sell |
19,604
-144
| -0.7% | -$2.46K | 0.07% | 230 |
|
|
2023
Q2 | $336K | Sell |
19,748
-334
| -2% | -$5.68K | 0.06% | 237 |
|
|
2023
Q1 | $331K | Buy |
20,082
+2,408
| +14% | +$39.7K | 0.07% | 233 |
|
|
2022
Q4 | $225K | Sell |
17,674
-4,846
| -22% | -$61.6K | 0.05% | 255 |
|
|
2022
Q3 | $284K | Buy |
22,520
+8,283
| +58% | +$104K | 0.07% | 235 |
|
|
2022
Q2 | $259K | Buy |
14,237
+1,350
| +10% | +$24.6K | 0.07% | 237 |
|
|
2022
Q1 | $284K | Buy |
12,887
+1,808
| +16% | +$39.8K | 0.06% | 246 |
|
|
2021
Q4 | $478K | Buy |
11,079
+1,997
| +22% | +$86.2K | 0.11% | 193 |
|
|
2021
Q3 | $478K | Buy |
+9,082
| New | +$478K | 0.11% | 194 |
|