Janney Montgomery Scott’s UiPath PATH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,618
| Closed | -$109K | – | 2800 |
|
|
2025
Q1 | $109K | Sell |
10,618
-12,613
| -54% | -$129K | ﹤0.01% | 2607 |
|
|
2024
Q4 | $295K | Sell |
23,231
-81,377
| -78% | -$1.03M | ﹤0.01% | 2317 |
|
|
2024
Q3 | $1.34M | Buy |
104,608
+15,698
| +18% | +$201K | ﹤0.01% | 1344 |
|
|
2024
Q2 | $1.13M | Sell |
88,910
-430
| -0.5% | -$5.45K | ﹤0.01% | 1375 |
|
|
2024
Q1 | $2.03M | Buy |
89,340
+19,126
| +27% | +$434K | 0.01% | 1156 |
|
|
2023
Q4 | $1.74M | Buy |
+70,214
| New | +$1.74M | 0.01% | 1166 |
|
|
2023
Q3 | – | Sell |
-61,349
| Closed | -$1.02M | – | 2720 |
|
|
2023
Q2 | $1.02M | Buy |
61,349
+25,752
| +72% | +$427K | ﹤0.01% | 1402 |
|
|
2023
Q1 | $625K | Buy |
35,597
+2,772
| +8% | +$48.7K | ﹤0.01% | 1585 |
|
|
2022
Q4 | $417K | Buy |
32,825
+16,476
| +101% | +$209K | ﹤0.01% | 1891 |
|
|
2022
Q3 | $206K | Sell |
16,349
-29,579
| -64% | -$373K | ﹤0.01% | 2273 |
|
|
2022
Q2 | $868K | Buy |
+45,928
| New | +$868K | ﹤0.01% | 1318 |
|
|
2022
Q1 | – | Sell |
-56,442
| Closed | -$2.43M | – | 2384 |
|
|
2021
Q4 | $2.43M | Buy |
56,442
+34,295
| +155% | +$1.48M | 0.01% | 882 |
|
|
2021
Q3 | $1.17M | Buy |
22,147
+8,711
| +65% | +$459K | 0.01% | 1206 |
|
|
2021
Q2 | $913K | Buy |
+13,436
| New | +$913K | ﹤0.01% | 1316 |
|