Raymond James Financial Services Advisors’s UiPath PATH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.22M | Buy |
329,418
+74,884
| +29% | +$959K | 0.01% | 1314 |
|
|
2024
Q2 | $3.23M | Buy |
254,534
+56,596
| +29% | +$718K | ﹤0.01% | 1396 |
|
|
2024
Q1 | $4.49M | Buy |
197,938
+26,653
| +16% | +$604K | 0.01% | 1197 |
|
|
2023
Q4 | $4.25M | Buy |
171,285
+25,551
| +18% | +$635K | 0.01% | 1172 |
|
|
2023
Q3 | $2.49M | Buy |
145,734
+387
| +0.3% | +$6.62K | ﹤0.01% | 1387 |
|
|
2023
Q2 | $2.41M | Buy |
145,347
+77,604
| +115% | +$1.29M | ﹤0.01% | 1411 |
|
|
2023
Q1 | $1.19M | Buy |
67,743
+16,385
| +32% | +$288K | ﹤0.01% | 1797 |
|
|
2022
Q4 | $653K | Sell |
51,358
-5,017
| -9% | -$63.8K | ﹤0.01% | 2116 |
|
|
2022
Q3 | $711K | Sell |
56,375
-1,424
| -2% | -$18K | ﹤0.01% | 2043 |
|
|
2022
Q2 | $1.05M | Buy |
57,799
+16,806
| +41% | +$306K | ﹤0.01% | 1796 |
|
|
2022
Q1 | $885K | Buy |
40,993
+1,506
| +4% | +$32.5K | ﹤0.01% | 2038 |
|
|
2021
Q4 | $1.7M | Buy |
39,487
+16,681
| +73% | +$719K | ﹤0.01% | 1645 |
|
|
2021
Q3 | $1.2M | Buy |
22,806
+17,781
| +354% | +$936K | ﹤0.01% | 1831 |
|
|
2021
Q2 | $341K | Buy |
+5,025
| New | +$341K | ﹤0.01% | 2629 |
|