Beacon Pointe Advisors’s UiPath PATH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Hold |
17,487
| – | – | ﹤0.01% | 1136 |
|
|
2025
Q1 | $180K | Sell |
17,487
-45,450
| -72% | -$468K | ﹤0.01% | 1142 |
|
|
2024
Q4 | $800K | Sell |
62,937
-53,196
| -46% | -$676K | 0.01% | 693 |
|
|
2024
Q3 | $1.49M | Buy |
116,133
+698
| +0.6% | +$8.93K | 0.02% | 535 |
|
|
2024
Q2 | $1.46M | Buy |
115,435
+10,372
| +10% | +$132K | 0.02% | 538 |
|
|
2024
Q1 | $2.38M | Buy |
105,063
+82,697
| +370% | +$1.87M | 0.03% | 455 |
|
|
2023
Q4 | $556K | Buy |
+22,366
| New | +$556K | 0.01% | 850 |
|