MSAM
Moloney Securities Asset Management’s UiPath PATH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303K | Sell |
23,675
-60,350
| -72% | -$772K | 0.04% | 358 |
|
|
2025
Q1 | $865K | Buy |
+84,025
| New | +$865K | 0.12% | 190 |
|
|
2024
Q4 | – | Sell |
-14,050
| Closed | -$180K | – | 507 |
|
|
2024
Q3 | $180K | Sell |
14,050
-29,750
| -68% | -$381K | 0.02% | 442 |
|
|
2024
Q2 | $555K | Buy |
+43,800
| New | +$555K | 0.08% | 253 |
|