CAPTRUST Financial 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 | $1.19M | Buy |
92,746
+47,819
| +106% | +$612K | ﹤0.01% | 1253 |
|
|
2025
Q1 | $463K | Sell |
44,927
-22,192
| -33% | -$229K | ﹤0.01% | 1685 |
|
|
2024
Q4 | $853K | Buy |
67,119
+30,894
| +85% | +$393K | ﹤0.01% | 1311 |
|
|
2024
Q3 | $464K | Buy |
36,225
+12,402
| +52% | +$159K | ﹤0.01% | 1612 |
|
|
2024
Q2 | $302K | Sell |
23,823
-81,554
| -77% | -$1.03M | ﹤0.01% | 1811 |
|
|
2024
Q1 | $2.39M | Buy |
105,377
+2,332
| +2% | +$52.9K | 0.01% | 734 |
|
|
2023
Q4 | $2.56M | Buy |
103,045
+26,110
| +34% | +$649K | 0.01% | 814 |
|
|
2023
Q3 | $1.32M | Buy |
76,935
+33,368
| +77% | +$571K | 0.01% | 1046 |
|
|
2023
Q2 | $722K | Buy |
43,567
+26,717
| +159% | +$443K | ﹤0.01% | 1412 |
|
|
2023
Q1 | $296K | Buy |
16,850
+2,238
| +15% | +$39.3K | ﹤0.01% | 1754 |
|
|
2022
Q4 | $186K | Sell |
14,612
-834
| -5% | -$10.6K | ﹤0.01% | 1960 |
|
|
2022
Q3 | $195K | Buy |
15,446
+10,379
| +205% | +$131K | ﹤0.01% | 1829 |
|
|
2022
Q2 | $92K | Sell |
5,067
-2,066
| -29% | -$37.5K | ﹤0.01% | 2264 |
|
|
2022
Q1 | $154K | Buy |
7,133
+4,397
| +161% | +$94.9K | ﹤0.01% | 1916 |
|
|
2021
Q4 | $118K | Buy |
2,736
+1,030
| +60% | +$44.4K | ﹤0.01% | 2029 |
|
|
2021
Q3 | $90K | Buy |
1,706
+556
| +48% | +$29.3K | ﹤0.01% | 2158 |
|
|
2021
Q2 | $78K | Buy |
+1,150
| New | +$78K | ﹤0.01% | 2209 |
|