Rockefeller Capital Management’s UiPath PATH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.58M | Buy |
123,329
+1,033
| +0.8% | +$13.2K | ﹤0.01% | 1188 |
|
2025
Q1 | $1.26M | Sell |
122,296
-16,256
| -12% | -$167K | ﹤0.01% | 1196 |
|
2024
Q4 | $1.76M | Sell |
138,552
-161,137
| -54% | -$2.05M | ﹤0.01% | 1058 |
|
2024
Q3 | $3.84M | Sell |
299,689
-57,260
| -16% | -$733K | 0.01% | 789 |
|
2024
Q2 | $4.53M | Buy |
356,949
+211,837
| +146% | +$2.69M | 0.01% | 716 |
|
2024
Q1 | $3.29M | Buy |
145,112
+74,503
| +106% | +$1.69M | 0.01% | 831 |
|
2023
Q4 | $1.75M | Buy |
70,609
+18,323
| +35% | +$455K | 0.01% | 957 |
|
2023
Q3 | $895K | Buy |
52,286
+33,343
| +176% | +$570K | ﹤0.01% | 1115 |
|
2023
Q2 | $218K | Sell |
18,943
-1,798
| -9% | -$20.7K | ﹤0.01% | 1620 |
|
2023
Q1 | $364K | Buy |
20,741
+17,455
| +531% | +$306K | ﹤0.01% | 1492 |
|
2022
Q4 | $41K | Sell |
3,286
-701
| -18% | -$8.75K | ﹤0.01% | 2487 |
|
2022
Q3 | $50K | Sell |
3,987
-547
| -12% | -$6.86K | ﹤0.01% | 2346 |
|
2022
Q2 | $81K | Sell |
4,534
-2,572
| -36% | -$45.9K | ﹤0.01% | 2057 |
|
2022
Q1 | $152K | Buy |
7,106
+418
| +6% | +$8.94K | ﹤0.01% | 1808 |
|
2021
Q4 | $287K | Buy |
6,688
+3,816
| +133% | +$164K | ﹤0.01% | 1515 |
|
2021
Q3 | $150K | Buy |
2,872
+2,576
| +870% | +$135K | ﹤0.01% | 1682 |
|
2021
Q2 | $20K | Buy |
+296
| New | +$20K | ﹤0.01% | 2491 |
|