CSC
Caldwell Sutter Capital’s UiPath PATH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,898
| Closed | -$75K | – | 905 |
|
|
2024
Q4 | $75K | Hold |
5,898
| – | – | 0.03% | 307 |
|
|
2024
Q3 | $75.5K | Hold |
5,898
| – | – | 0.04% | 310 |
|
|
2024
Q2 | $74.8K | Hold |
5,898
| – | – | 0.04% | 299 |
|
|
2024
Q1 | $134K | Sell |
5,898
-1,500
| -20% | -$34K | 0.06% | 244 |
|
|
2023
Q4 | $184K | Sell |
7,398
-1,000
| -12% | -$24.8K | 0.09% | 203 |
|
|
2023
Q3 | $144K | Hold |
8,398
| – | – | 0.08% | 220 |
|
|
2023
Q2 | $139K | Buy |
+8,398
| New | +$139K | 0.07% | 218 |
|