CAPTRUST Financial Advisors’s UiPath PATH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
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|
2025
Q1 | $463K | Sell |
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|
2024
Q4 | $853K | Buy |
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|
2024
Q3 | $464K | Buy |
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|
2024
Q2 | $302K | Sell |
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|
2024
Q1 | $2.39M | Buy |
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|
2023
Q4 | $2.56M | Buy |
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|
2023
Q3 | $1.32M | Buy |
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|
2023
Q2 | $722K | Buy |
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|
2023
Q1 | $296K | Buy |
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|
2022
Q4 | $186K | Sell |
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|
2022
Q3 | $195K | Buy |
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|
2022
Q2 | $92K | Sell |
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|
2022
Q1 | $154K | Buy |
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|
2021
Q4 | $118K | Buy |
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|
2021
Q3 | $90K | Buy |
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|
2021
Q2 | $78K | Buy |
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