Bell Investment Advisors’s UiPath PATH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23K | Sell |
96
-163
| -63% | -$2.09K | ﹤0.01% | 1526 |
|
|
2025
Q1 | $2.67K | Buy |
259
+102
| +65% | +$1.05K | ﹤0.01% | 1190 |
|
|
2024
Q4 | $2K | Sell |
157
-82
| -34% | -$1.04K | ﹤0.01% | 1339 |
|
|
2024
Q3 | $3.06K | Sell |
239
-219
| -48% | -$2.8K | ﹤0.01% | 1174 |
|
|
2024
Q2 | $5.81K | Hold |
458
| – | – | ﹤0.01% | 848 |
|
|
2024
Q1 | $10.4K | Sell |
458
-23
| -5% | -$521 | ﹤0.01% | 578 |
|
|
2023
Q4 | $11.9K | Sell |
481
-41
| -8% | -$1.02K | ﹤0.01% | 493 |
|
|
2023
Q3 | $8.93K | Sell |
522
-20
| -4% | -$342 | ﹤0.01% | 553 |
|
|
2023
Q2 | $8.98K | Sell |
542
-39
| -7% | -$646 | ﹤0.01% | 551 |
|
|
2023
Q1 | $10.2K | Sell |
581
-120
| -17% | -$2.11K | ﹤0.01% | 478 |
|
|
2022
Q4 | $8.91K | Buy |
701
+607
| +646% | +$7.72K | ﹤0.01% | 531 |
|
|
2022
Q3 | $1K | Sell |
94
-20
| -18% | -$213 | ﹤0.01% | 1516 |
|
|
2022
Q2 | $2K | Buy |
+114
| New | +$2K | ﹤0.01% | 1204 |
|
|
2021
Q4 | $1K | Buy |
27
+10
| +59% | +$370 | ﹤0.01% | 1549 |
|
|
2021
Q3 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 1508 |
|