Cetera Investment Advisers’s UiPath PATH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$915K Sell
71,451
-3,245
-4% -$41.5K ﹤0.01% 2454
2025
Q1
$769K Buy
74,696
+1,652
+2% +$17K ﹤0.01% 2490
2024
Q4
$928K Buy
73,044
+25,954
+55% +$330K ﹤0.01% 2207
2024
Q3
$603K Sell
47,090
-1,245
-3% -$15.9K ﹤0.01% 2503
2024
Q2
$613K Sell
48,335
-19,447
-29% -$247K ﹤0.01% 2439
2024
Q1
$1.54M Buy
67,782
+51,472
+316% +$1.17M ﹤0.01% 1749
2023
Q4
$405K Buy
16,310
+2,176
+15% +$54.1K ﹤0.01% 1607
2023
Q3
$242K Sell
14,134
-1,081
-7% -$18.5K ﹤0.01% 1862
2023
Q2
$252K Buy
15,215
+1,709
+13% +$28.3K ﹤0.01% 1849
2023
Q1
$237K Buy
+13,506
New +$237K ﹤0.01% 1845