Clearstead Advisors’s UiPath PATH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $171K | Buy |
13,334
+1,964
| +17% | +$25.1K | ﹤0.01% | 916 |
|
|
2025
Q1 | $117K | Buy |
11,370
+6,116
| +116% | +$63K | ﹤0.01% | 947 |
|
|
2024
Q4 | $66.8K | Sell |
5,254
-1,000
| -16% | -$12.7K | ﹤0.01% | 1104 |
|
|
2024
Q3 | $80.1K | Buy |
6,254
+500
| +9% | +$6.4K | ﹤0.01% | 1084 |
|
|
2024
Q2 | $73K | Buy |
5,754
+1,600
| +39% | +$20.3K | ﹤0.01% | 1074 |
|
|
2024
Q1 | $82.3K | Buy |
4,154
+1,000
| +32% | +$19.8K | ﹤0.01% | 642 |
|
|
2023
Q4 | $78.3K | Sell |
3,154
-3,014
| -49% | -$74.9K | ﹤0.01% | 636 |
|
|
2023
Q3 | $106K | Buy |
6,168
+2,454
| +66% | +$42K | ﹤0.01% | 711 |
|
|
2023
Q2 | $61.5K | Hold |
3,714
| – | – | ﹤0.01% | 687 |
|
|
2023
Q1 | $65.2K | Sell |
3,714
-1,092
| -23% | -$19.2K | ﹤0.01% | 606 |
|
|
2022
Q4 | $61.1K | Sell |
4,806
-1,537
| -24% | -$19.5K | ﹤0.01% | 596 |
|
|
2022
Q3 | $80K | Sell |
6,343
-4,166
| -40% | -$52.5K | 0.01% | 511 |
|
|
2022
Q2 | $191K | Sell |
10,509
-9,465
| -47% | -$172K | 0.01% | 384 |
|
|
2022
Q1 | $431K | Sell |
19,974
-407
| -2% | -$8.78K | 0.03% | 284 |
|
|
2021
Q4 | $879K | Buy |
20,381
+2,404
| +13% | +$104K | 0.06% | 192 |
|
|
2021
Q3 | $946K | Buy |
+17,977
| New | +$946K | 0.07% | 180 |
|