Clearstead Advisors’s UiPath PATH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $171K | Buy |
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|
2025
Q1 | $117K | Buy |
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|
2024
Q4 | $66.8K | Sell |
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|
2024
Q3 | $80.1K | Buy |
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|
2024
Q2 | $73K | Buy |
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|
2024
Q1 | $82.3K | Buy |
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|
2023
Q4 | $78.3K | Sell |
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|
2023
Q3 | $106K | Buy |
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|
2023
Q2 | $61.5K | Hold |
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|
2023
Q1 | $65.2K | Sell |
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|
2022
Q4 | $61.1K | Sell |
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|
2022
Q3 | $80K | Sell |
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|
2022
Q2 | $191K | Sell |
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|
2022
Q1 | $431K | Sell |
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|
2021
Q4 | $879K | Buy |
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|
2021
Q3 | $946K | Buy |
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