Carson Wealth (CWM LLC)’s UiPath PATH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4M | Buy |
312,073
+152,988
| +96% | +$1.96M | 0.01% | 663 |
|
|
2025
Q1 | $1.64M | Sell |
159,085
-28,492
| -15% | -$294K | 0.01% | 902 |
|
|
2024
Q4 | $2.38M | Buy |
187,577
+75,369
| +67% | +$958K | 0.01% | 719 |
|
|
2024
Q3 | $1.44M | Buy |
112,208
+94,331
| +528% | +$1.21M | 0.01% | 842 |
|
|
2024
Q2 | $227K | Buy |
17,877
+2,185
| +14% | +$27.7K | ﹤0.01% | 1525 |
|
|
2024
Q1 | $356K | Buy |
15,692
+8,152
| +108% | +$185K | ﹤0.01% | 1257 |
|
|
2023
Q4 | $187K | Sell |
7,540
-1,259
| -14% | -$31.2K | ﹤0.01% | 1446 |
|
|
2023
Q3 | $151K | Buy |
8,799
+1,439
| +20% | +$24.7K | ﹤0.01% | 1426 |
|
|
2023
Q2 | $122K | Buy |
7,360
+2,340
| +47% | +$38.8K | ﹤0.01% | 1468 |
|
|
2023
Q1 | $88K | Buy |
5,020
+336
| +7% | +$5.89K | ﹤0.01% | 1559 |
|
|
2022
Q4 | $60K | Sell |
4,684
-1,767
| -27% | -$22.6K | ﹤0.01% | 1632 |
|
|
2022
Q3 | $81K | Buy |
6,451
+4,234
| +191% | +$53.2K | ﹤0.01% | 1428 |
|
|
2022
Q2 | $40K | Buy |
+2,217
| New | +$40K | ﹤0.01% | 1727 |
|
|
2022
Q1 | – | Sell |
-2,294
| Closed | -$99K | – | 3759 |
|
|
2021
Q4 | $99K | Buy |
+2,294
| New | +$99K | ﹤0.01% | 1295 |
|
|
2021
Q2 | $11K | Hold |
165
| – | – | ﹤0.01% | 2065 |
|
|
2021
Q1 | $11K | Hold |
165
| – | – | ﹤0.01% | 2065 |
|
|
2020
Q4 | $11K | Hold |
165
| – | – | ﹤0.01% | 2065 |
|
|
2020
Q3 | $11K | Hold |
165
| – | – | ﹤0.01% | 2065 |
|
|
2020
Q2 | $11K | Hold |
165
| – | – | ﹤0.01% | 2065 |
|
|
2020
Q1 | $11K | Hold |
165
| – | – | ﹤0.01% | 2065 |
|
|
2019
Q4 | $11K | Hold |
165
| – | – | ﹤0.01% | 2065 |
|
|
2019
Q3 | $11K | Hold |
165
| – | – | ﹤0.01% | 2065 |
|
|
2019
Q2 | $11K | Hold |
165
| – | – | ﹤0.01% | 2065 |
|
|
2019
Q1 | $11K | Buy |
+165
| New | +$11K | ﹤0.01% | 2065 |
|