NewEdge 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 | $204K | Buy |
15,972
+13,400
| +521% | +$172K | ﹤0.01% | 2215 |
|
2025
Q1 | $26.5K | Sell |
2,572
-13,237
| -84% | -$136K | ﹤0.01% | 2763 |
|
2024
Q4 | $201K | Buy |
15,809
+1,003
| +7% | +$12.7K | ﹤0.01% | 2089 |
|
2024
Q3 | $190K | Sell |
14,806
-735
| -5% | -$9.41K | ﹤0.01% | 2014 |
|
2024
Q2 | $197K | Sell |
15,541
-6,501
| -29% | -$82.4K | ﹤0.01% | 1922 |
|
2024
Q1 | $500K | Buy |
22,042
+6,313
| +40% | +$143K | ﹤0.01% | 1352 |
|
2023
Q4 | $374K | Buy |
15,729
+15,124
| +2,500% | +$360K | ﹤0.01% | 1444 |
|
2023
Q3 | $10.4K | Buy |
605
+330
| +120% | +$5.65K | ﹤0.01% | 2567 |
|
2023
Q2 | $4.56K | Sell |
275
-2,472
| -90% | -$41K | ﹤0.01% | 2849 |
|
2023
Q1 | $48.2K | Sell |
2,747
-3,865
| -58% | -$67.9K | ﹤0.01% | 2021 |
|
2022
Q4 | $48.8K | Buy |
+6,612
| New | +$48.8K | ﹤0.01% | 1730 |
|