Carson Wealth (CWM LLC)’s UiPath PATH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $3.49M | Buy |
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|
2025
Q3 | $2.68M | Sell |
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|
2025
Q2 | $4M | Buy |
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|
2025
Q1 | $1.64M | Sell |
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|
2024
Q4 | $2.38M | Buy |
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|
2024
Q3 | $1.44M | Buy |
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|
2024
Q2 | $227K | Buy |
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|
2024
Q1 | $356K | Buy |
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|
2023
Q4 | $187K | Sell |
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|
2023
Q3 | $151K | Buy |
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|
2023
Q2 | $122K | Buy |
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|
2023
Q1 | $88K | Buy |
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|
2022
Q4 | $60K | Sell |
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|
2022
Q3 | $81K | Buy |
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|
2022
Q2 | $40K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $99K | Buy |
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|
2021
Q2 | $11K | Buy |
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