Creative Planning’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 | $1.03M | Buy |
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|
2025
Q1 | $743K | Buy |
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|
2024
Q4 | $525K | Sell |
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|
2024
Q3 | $744K | Buy |
|
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|
2024
Q2 | $618K | Sell |
|
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|
2024
Q1 | $1.16M | Buy |
|
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|
2023
Q4 | $834K | Sell |
|
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|
2023
Q3 | $748K | Buy |
|
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|
2023
Q2 | $550K | Buy |
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|
2023
Q1 | $368K | Sell |
|
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|
2022
Q4 | $359K | Buy |
|
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|
2022
Q3 | $182K | Buy |
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|
2022
Q2 | $185K | Buy |
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|
2022
Q1 | $205K | Buy |
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|
2021
Q4 | $306K | Buy |
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|
2021
Q3 | $329K | Buy |
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|
2021
Q2 | $291K | Buy |
|