Edgestream Partners’s UiPath PATH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.43M Sell
580,104
-221,942
-28% -$2.84M 0.21% 172
2025
Q1
$8.26M Buy
802,046
+607,243
+312% +$6.25M 0.28% 82
2024
Q4
$2.48M Sell
194,803
-205,191
-51% -$2.61M 0.11% 352
2024
Q3
$5.12M Sell
399,994
-3,104
-0.8% -$39.7K 0.23% 127
2024
Q2
$5.11M Buy
403,098
+170,426
+73% +$2.16M 0.25% 115
2024
Q1
$5.27M Buy
+232,672
New +$5.27M 0.26% 95
2023
Q4
Sell
-104,968
Closed -$1.8M 1002
2023
Q3
$1.8M Buy
104,968
+10,319
+11% +$177K 0.14% 226
2023
Q2
$1.57M Buy
+94,649
New +$1.57M 0.14% 250