SGAM
Smith Group Asset Management’s UiPath PATH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $951K | Sell |
74,290
-1,700
| -2% | -$21.8K | 0.06% | 93 |
|
|
2025
Q1 | $783K | Buy |
75,990
+8,530
| +13% | +$87.9K | 0.06% | 98 |
|
|
2024
Q4 | $857K | Buy |
+67,460
| New | +$857K | 0.06% | 97 |
|
|
2024
Q2 | – | Sell |
-9,020
| Closed | -$204K | – | 173 |
|
|
2024
Q1 | $204K | Buy |
+9,020
| New | +$204K | 0.01% | 177 |
|