Corient Private Wealth’s UiPath PATH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $687K | Buy |
53,676
+25,136
| +88% | +$322K | ﹤0.01% | 1621 |
|
|
2025
Q1 | $294K | Buy |
28,540
+11,407
| +67% | +$117K | ﹤0.01% | 1863 |
|
|
2024
Q4 | $218K | Buy |
17,133
+3,374
| +25% | +$42.9K | ﹤0.01% | 2071 |
|
|
2024
Q3 | $176K | Buy |
13,759
+3,274
| +31% | +$41.9K | ﹤0.01% | 2218 |
|
|
2024
Q2 | $133K | Sell |
10,485
-25,991
| -71% | -$330K | ﹤0.01% | 2175 |
|
|
2024
Q1 | $827K | Buy |
36,476
+1,996
| +6% | +$45.2K | ﹤0.01% | 1374 |
|
|
2023
Q4 | $856K | Buy |
34,480
+2,756
| +9% | +$68.5K | ﹤0.01% | 1339 |
|
|
2023
Q3 | $543K | Buy |
31,724
+1,723
| +6% | +$29.5K | ﹤0.01% | 1445 |
|
|
2023
Q2 | $496K | Buy |
30,001
+13,183
| +78% | +$218K | ﹤0.01% | 1451 |
|
|
2023
Q1 | $295K | Buy |
16,818
+4,075
| +32% | +$71.6K | ﹤0.01% | 1606 |
|
|
2022
Q4 | $162K | Buy |
+12,743
| New | +$162K | ﹤0.01% | 1515 |
|