Cambridge Investment Research 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 | $860K | Sell |
67,204
-5,348
| -7% | -$68.4K | ﹤0.01% | 2073 |
|
|
2025
Q1 | $747K | Buy |
72,552
+377
| +0.5% | +$3.88K | ﹤0.01% | 2095 |
|
|
2024
Q4 | $917K | Sell |
72,175
-5,349
| -7% | -$68K | ﹤0.01% | 1938 |
|
|
2024
Q3 | $992K | Buy |
77,524
+13,968
| +22% | +$179K | ﹤0.01% | 1859 |
|
|
2024
Q2 | $806K | Buy |
63,556
+4,101
| +7% | +$52K | ﹤0.01% | 1926 |
|
|
2024
Q1 | $1.35M | Buy |
59,455
+32,143
| +118% | +$729K | 0.01% | 1524 |
|
|
2023
Q4 | $678K | Buy |
27,312
+6,995
| +34% | +$174K | ﹤0.01% | 1940 |
|
|
2023
Q3 | $348K | Sell |
20,317
-4,921
| -19% | -$84.3K | ﹤0.01% | 2394 |
|
|
2023
Q2 | $418K | Buy |
25,238
+6,614
| +36% | +$110K | ﹤0.01% | 2262 |
|
|
2023
Q1 | $327K | Buy |
18,624
+430
| +2% | +$7.55K | ﹤0.01% | 2412 |
|
|
2022
Q4 | $231K | Sell |
18,194
-624
| -3% | -$7.92K | ﹤0.01% | 2642 |
|
|
2022
Q3 | $237K | Buy |
18,818
+1,621
| +9% | +$20.4K | ﹤0.01% | 2570 |
|
|
2022
Q2 | $313K | Buy |
17,197
+3,058
| +22% | +$55.7K | ﹤0.01% | 2349 |
|
|
2022
Q1 | $305K | Sell |
14,139
-1,180
| -8% | -$25.5K | ﹤0.01% | 2542 |
|
|
2021
Q4 | $661K | Buy |
15,319
+8,483
| +124% | +$366K | ﹤0.01% | 1884 |
|
|
2021
Q3 | $360K | Buy |
+6,836
| New | +$360K | ﹤0.01% | 2309 |
|