Creative Planning’s UiPath PATH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
80,623
+8,460
| +12% | +$108K | ﹤0.01% | 1817 |
|
|
2025
Q1 | $743K | Buy |
72,163
+30,833
| +75% | +$318K | ﹤0.01% | 1957 |
|
|
2024
Q4 | $525K | Sell |
41,330
-17,689
| -30% | -$225K | ﹤0.01% | 2168 |
|
|
2024
Q3 | $744K | Buy |
59,019
+10,258
| +21% | +$129K | ﹤0.01% | 1765 |
|
|
2024
Q2 | $618K | Sell |
48,761
-2,294
| -4% | -$29.1K | ﹤0.01% | 1778 |
|
|
2024
Q1 | $1.16M | Buy |
51,055
+17,485
| +52% | +$396K | ﹤0.01% | 1240 |
|
|
2023
Q4 | $834K | Sell |
33,570
-10,171
| -23% | -$253K | ﹤0.01% | 1337 |
|
|
2023
Q3 | $748K | Buy |
43,741
+10,519
| +32% | +$180K | ﹤0.01% | 1303 |
|
|
2023
Q2 | $550K | Buy |
33,222
+12,267
| +59% | +$203K | ﹤0.01% | 1481 |
|
|
2023
Q1 | $368K | Sell |
20,955
-7,265
| -26% | -$128K | ﹤0.01% | 1661 |
|
|
2022
Q4 | $359K | Buy |
28,220
+13,797
| +96% | +$175K | ﹤0.01% | 1602 |
|
|
2022
Q3 | $182K | Buy |
14,423
+4,260
| +42% | +$53.8K | ﹤0.01% | 1923 |
|
|
2022
Q2 | $185K | Buy |
10,163
+666
| +7% | +$12.1K | ﹤0.01% | 1887 |
|
|
2022
Q1 | $205K | Buy |
9,497
+2,411
| +34% | +$52K | ﹤0.01% | 1873 |
|
|
2021
Q4 | $306K | Buy |
7,086
+828
| +13% | +$35.8K | ﹤0.01% | 1606 |
|
|
2021
Q3 | $329K | Buy |
6,258
+1,969
| +46% | +$104K | ﹤0.01% | 1534 |
|
|
2021
Q2 | $291K | Buy |
+4,289
| New | +$291K | ﹤0.01% | 1577 |
|