D.A. Davidson & Co’s UiPath PATH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.78M | Buy |
607,616
+782
| +0.1% | +$10K | 0.05% | 247 |
|
|
2025
Q1 | $6.25M | Buy |
606,834
+67,842
| +13% | +$699K | 0.05% | 274 |
|
|
2024
Q4 | $6.85M | Sell |
538,992
-18,675
| -3% | -$237K | 0.06% | 248 |
|
|
2024
Q3 | $7.14M | Buy |
557,667
+209,300
| +60% | +$2.68M | 0.06% | 237 |
|
|
2024
Q2 | $4.42M | Buy |
348,367
+97,585
| +39% | +$1.24M | 0.04% | 330 |
|
|
2024
Q1 | $5.69M | Buy |
250,782
+22,239
| +10% | +$504K | 0.05% | 273 |
|
|
2023
Q4 | $5.68M | Sell |
228,543
-6,094
| -3% | -$151K | 0.06% | 258 |
|
|
2023
Q3 | $4.01M | Buy |
234,637
+55,450
| +31% | +$949K | 0.04% | 307 |
|
|
2023
Q2 | $2.97M | Buy |
179,187
+7,495
| +4% | +$124K | 0.03% | 382 |
|
|
2023
Q1 | $3.01M | Buy |
171,692
+33,000
| +24% | +$579K | 0.03% | 373 |
|
|
2022
Q4 | $1.76M | Buy |
138,692
+67,949
| +96% | +$864K | 0.02% | 471 |
|
|
2022
Q3 | $892K | Buy |
70,743
+12,253
| +21% | +$154K | 0.01% | 610 |
|
|
2022
Q2 | $1.06M | Buy |
58,490
+27,415
| +88% | +$499K | 0.01% | 577 |
|
|
2022
Q1 | $671K | Buy |
31,075
+17,065
| +122% | +$368K | 0.01% | 772 |
|
|
2021
Q4 | $605K | Buy |
+14,010
| New | +$605K | 0.01% | 815 |
|