CarsonAllaria Wealth Management’s UiPath PATH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-125
| Closed | -$1.29K | – | 371 |
|
|
2025
Q1 | $1.29K | Hold |
125
| – | – | ﹤0.01% | 338 |
|
|
2024
Q4 | $1.59K | Sell |
125
-363
| -74% | -$4.61K | ﹤0.01% | 318 |
|
|
2024
Q3 | $6.25K | Sell |
488
-70
| -13% | -$896 | ﹤0.01% | 293 |
|
|
2024
Q2 | $7.08K | Hold |
558
| – | – | ﹤0.01% | 277 |
|
|
2024
Q1 | $12.7K | Sell |
558
-35
| -6% | -$793 | 0.01% | 228 |
|
|
2023
Q4 | $14.7K | Sell |
593
-180
| -23% | -$4.47K | 0.01% | 190 |
|
|
2023
Q3 | $13.2K | Sell |
773
-125
| -14% | -$2.14K | 0.01% | 189 |
|
|
2023
Q2 | $14.9K | Buy |
898
+172
| +24% | +$2.85K | 0.01% | 192 |
|
|
2023
Q1 | $12.7K | Hold |
726
| – | – | 0.01% | 195 |
|
|
2022
Q4 | $9K | Sell |
726
-25
| -3% | -$310 | 0.01% | 196 |
|
|
2022
Q3 | $9K | Sell |
751
-4
| -0.5% | -$48 | 0.01% | 201 |
|
|
2022
Q2 | $14K | Buy |
755
+150
| +25% | +$2.78K | 0.01% | 166 |
|
|
2022
Q1 | $13K | Sell |
605
-101
| -14% | -$2.17K | 0.01% | 180 |
|
|
2021
Q4 | $30K | Buy |
+706
| New | +$30K | 0.03% | 149 |
|