CIA
Concurrent Investment Advisors’s UiPath PATH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $155K | Sell |
12,081
-7,464
| -38% | -$95.5K | ﹤0.01% | 1293 |
|
|
2025
Q1 | $201K | Sell |
19,545
-4,549
| -19% | -$46.9K | ﹤0.01% | 1118 |
|
|
2024
Q4 | $306K | Sell |
24,094
-745
| -3% | -$9.47K | 0.01% | 811 |
|
|
2024
Q3 | $318K | Sell |
24,839
-10,697
| -30% | -$137K | 0.01% | 753 |
|
|
2024
Q2 | $451K | Buy |
35,536
+15,445
| +77% | +$196K | 0.01% | 614 |
|
|
2024
Q1 | $455K | Sell |
20,091
-413
| -2% | -$9.36K | 0.02% | 572 |
|
|
2023
Q4 | $509K | Buy |
+20,504
| New | +$509K | 0.02% | 490 |
|