Oppenheimer & Co’s UiPath PATH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Sell |
26,006
-5,592
| -18% | -$71.6K | ﹤0.01% | 1309 |
|
|
2025
Q1 | $325K | Sell |
31,598
-282,649
| -90% | -$2.91M | ﹤0.01% | 1232 |
|
|
2024
Q4 | $3.99M | Buy |
314,247
+118,606
| +61% | +$1.51M | 0.06% | 342 |
|
|
2024
Q3 | $2.5M | Buy |
195,641
+9,709
| +5% | +$124K | 0.04% | 483 |
|
|
2024
Q2 | $2.36M | Sell |
185,932
-13,887
| -7% | -$176K | 0.04% | 479 |
|
|
2024
Q1 | $4.53M | Buy |
199,819
+7,926
| +4% | +$180K | 0.08% | 292 |
|
|
2023
Q4 | $4.77M | Sell |
191,893
-4,390
| -2% | -$109K | 0.09% | 265 |
|
|
2023
Q3 | $3.36M | Sell |
196,283
-6,186
| -3% | -$106K | 0.07% | 320 |
|
|
2023
Q2 | $3.35M | Buy |
202,469
+25,147
| +14% | +$417K | 0.07% | 317 |
|
|
2023
Q1 | $3.11M | Sell |
177,322
-1,459
| -0.8% | -$25.6K | 0.07% | 327 |
|
|
2022
Q4 | $2.27M | Buy |
178,781
+94,150
| +111% | +$1.2M | 0.05% | 413 |
|
|
2022
Q3 | $1.07M | Buy |
84,631
+42,025
| +99% | +$530K | 0.03% | 639 |
|
|
2022
Q2 | $775K | Sell |
42,606
-6,089
| -13% | -$111K | 0.02% | 774 |
|
|
2022
Q1 | $1.05M | Buy |
48,695
+23,752
| +95% | +$513K | 0.02% | 728 |
|
|
2021
Q4 | $1.08M | Sell |
24,943
-2,670
| -10% | -$115K | 0.02% | 751 |
|
|
2021
Q3 | $1.45M | Buy |
27,613
+12,805
| +86% | +$674K | 0.03% | 608 |
|
|
2021
Q2 | $1.01M | Buy |
+14,808
| New | +$1.01M | 0.02% | 751 |
|