IFP Advisors’s UiPath PATH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42K | Buy |
3,283
+2,743
| +508% | +$35.1K | ﹤0.01% | 2140 |
|
|
2025
Q1 | $5.57K | Hold |
540
| – | – | ﹤0.01% | 2794 |
|
|
2024
Q4 | $6.87K | Buy |
540
+314
| +139% | +$3.99K | ﹤0.01% | 2680 |
|
|
2024
Q3 | $2.89K | Sell |
226
-29
| -11% | -$371 | ﹤0.01% | 2826 |
|
|
2024
Q2 | $3.23K | Sell |
255
-4,962
| -95% | -$62.9K | ﹤0.01% | 2699 |
|
|
2024
Q1 | $118K | Buy |
5,217
+3,720
| +248% | +$84.3K | 0.01% | 1218 |
|
|
2023
Q4 | $37.2K | Buy |
1,497
+1,040
| +228% | +$25.8K | ﹤0.01% | 1660 |
|
|
2023
Q3 | $7.82K | Buy |
457
+256
| +127% | +$4.38K | ﹤0.01% | 2349 |
|
|
2023
Q2 | $3.33K | Sell |
201
-2,214
| -92% | -$36.7K | ﹤0.01% | 2686 |
|
|
2023
Q1 | $167K | Buy |
2,415
+1,958
| +428% | +$135K | 0.01% | 1021 |
|
|
2022
Q4 | $32K | Sell |
457
-1,915
| -81% | -$134K | ﹤0.01% | 2555 |
|
|
2022
Q3 | $164K | Hold |
2,372
| – | – | ﹤0.01% | 1540 |
|
|
2022
Q2 | $164K | Hold |
2,372
| – | – | 0.01% | 1400 |
|
|
2022
Q1 | $164K | Buy |
2,372
+88
| +4% | +$6.08K | 0.01% | 1400 |
|
|
2021
Q4 | $98K | Buy |
+2,284
| New | +$98K | ﹤0.01% | 1257 |
|