LPL Financial’s UiPath PATH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.95M | Buy |
230,398
+25,327
| +12% | +$324K | ﹤0.01% | 2756 |
|
|
2025
Q1 | $2.11M | Sell |
205,071
-4,383
| -2% | -$45.1K | ﹤0.01% | 2885 |
|
|
2024
Q4 | $2.66M | Sell |
209,454
-19,150
| -8% | -$243K | ﹤0.01% | 2593 |
|
|
2024
Q3 | $2.93M | Sell |
228,604
-24,390
| -10% | -$312K | ﹤0.01% | 2370 |
|
|
2024
Q2 | $3.21M | Buy |
252,994
+9,897
| +4% | +$125K | ﹤0.01% | 2185 |
|
|
2024
Q1 | $5.51M | Buy |
243,097
+97,425
| +67% | +$2.21M | ﹤0.01% | 1695 |
|
|
2023
Q4 | $3.62M | Buy |
145,672
+5,042
| +4% | +$125K | ﹤0.01% | 1906 |
|
|
2023
Q3 | $2.41M | Sell |
140,630
-42,699
| -23% | -$731K | ﹤0.01% | 2144 |
|
|
2023
Q2 | $3.04M | Buy |
183,329
+83,166
| +83% | +$1.38M | ﹤0.01% | 1904 |
|
|
2023
Q1 | $1.76M | Sell |
100,163
-11,208
| -10% | -$197K | ﹤0.01% | 2240 |
|
|
2022
Q4 | $1.42M | Buy |
111,371
+4,932
| +5% | +$62.7K | ﹤0.01% | 2359 |
|
|
2022
Q3 | $1.34M | Sell |
106,439
-58,998
| -36% | -$744K | ﹤0.01% | 2309 |
|
|
2022
Q2 | $3.04M | Buy |
+165,437
| New | +$3.04M | ﹤0.01% | 1711 |
|
|
2022
Q1 | – | Sell |
-129,015
| Closed | -$5.58M | – | 4322 |
|
|
2021
Q4 | $5.58M | Buy |
129,015
+73,631
| +133% | +$3.18M | ﹤0.01% | 1386 |
|
|
2021
Q3 | $2.91M | Buy |
55,384
+28,872
| +109% | +$1.52M | ﹤0.01% | 1763 |
|
|
2021
Q2 | $1.8M | Buy |
+26,512
| New | +$1.8M | ﹤0.01% | 2059 |
|