Charles Schwab’s UiPath PATH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.5M | Sell |
2,933,553
-62,079
| -2% | -$795K | 0.01% | 1276 |
|
|
2025
Q1 | $30.9M | Buy |
2,995,632
+177,071
| +6% | +$1.82M | 0.01% | 1380 |
|
|
2024
Q4 | $35.8M | Sell |
2,818,561
-71,799
| -2% | -$913K | 0.01% | 1358 |
|
|
2024
Q3 | $37M | Buy |
2,890,360
+291,171
| +11% | +$3.73M | 0.01% | 1317 |
|
|
2024
Q2 | $33M | Buy |
2,599,189
+18,468
| +0.7% | +$234K | 0.01% | 1342 |
|
|
2024
Q1 | $58.5M | Buy |
2,580,721
+27,457
| +1% | +$622K | 0.01% | 924 |
|
|
2023
Q4 | $63.4M | Buy |
2,553,264
+108,013
| +4% | +$2.68M | 0.02% | 811 |
|
|
2023
Q3 | $41.8M | Buy |
2,445,251
+277,769
| +13% | +$4.75M | 0.01% | 1006 |
|
|
2023
Q2 | $35.9M | Buy |
2,167,482
+47,675
| +2% | +$790K | 0.01% | 1104 |
|
|
2023
Q1 | $37.2M | Buy |
2,119,807
+19,389
| +0.9% | +$340K | 0.01% | 1036 |
|
|
2022
Q4 | $26.7M | Buy |
2,100,418
+122,614
| +6% | +$1.56M | 0.01% | 1221 |
|
|
2022
Q3 | $24.9M | Buy |
1,977,804
+1,101,012
| +126% | +$13.9M | 0.01% | 1227 |
|
|
2022
Q2 | $16M | Buy |
876,792
+89,205
| +11% | +$1.62M | 0.01% | 1559 |
|
|
2022
Q1 | $17M | Buy |
787,587
+30,719
| +4% | +$663K | 0.01% | 1669 |
|
|
2021
Q4 | $32.6M | Buy |
756,868
+25,532
| +3% | +$1.1M | 0.01% | 1205 |
|
|
2021
Q3 | $38.5M | Buy |
+731,336
| New | +$38.5M | 0.01% | 1051 |
|