Envestnet Asset Management’s UiPath PATH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.13M | Sell |
88,218
-18,869
| -18% | -$242K | ﹤0.01% | 3213 |
|
2025
Q1 | $1.1M | Buy |
107,087
+36,674
| +52% | +$378K | ﹤0.01% | 3141 |
|
2024
Q4 | $895K | Sell |
70,413
-7,487
| -10% | -$95.2K | ﹤0.01% | 3237 |
|
2024
Q3 | $997K | Sell |
77,900
-9,970
| -11% | -$128K | ﹤0.01% | 3138 |
|
2024
Q2 | $1.11M | Sell |
87,870
-17,801
| -17% | -$226K | ﹤0.01% | 2961 |
|
2024
Q1 | $2.4M | Sell |
105,671
-18,936
| -15% | -$429K | ﹤0.01% | 2467 |
|
2023
Q4 | $3.1M | Buy |
124,607
+12,092
| +11% | +$300K | ﹤0.01% | 2202 |
|
2023
Q3 | $1.93M | Buy |
112,515
+71,850
| +177% | +$1.23M | ﹤0.01% | 2396 |
|
2023
Q2 | $674K | Buy |
40,665
+1,610
| +4% | +$26.7K | ﹤0.01% | 3046 |
|
2023
Q1 | $686K | Buy |
39,055
+3,270
| +9% | +$57.4K | ﹤0.01% | 2938 |
|
2022
Q4 | $455K | Sell |
35,785
-4,884
| -12% | -$62.1K | ﹤0.01% | 3149 |
|
2022
Q3 | $513K | Sell |
40,669
-259,429
| -86% | -$3.27M | ﹤0.01% | 3006 |
|
2022
Q2 | $5.46M | Buy |
300,098
+56,302
| +23% | +$1.02M | ﹤0.01% | 1475 |
|
2022
Q1 | $5.26M | Buy |
243,796
+56,476
| +30% | +$1.22M | ﹤0.01% | 1571 |
|
2021
Q4 | $8.08M | Buy |
187,320
+81,314
| +77% | +$3.51M | ﹤0.01% | 1308 |
|
2021
Q3 | $5.58M | Buy |
106,006
+22,716
| +27% | +$1.2M | ﹤0.01% | 1467 |
|
2021
Q2 | $5.66M | Buy |
+83,290
| New | +$5.66M | ﹤0.01% | 1437 |
|