Stephens Investment Management Group’s UiPath PATH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-159,004
| Closed | -$3.6M | – | 169 |
|
2024
Q1 | $3.6M | Buy |
159,004
+5,401
| +4% | +$122K | 0.05% | 147 |
|
2023
Q4 | $3.82M | Buy |
153,603
+1,666
| +1% | +$41.4K | 0.06% | 145 |
|
2023
Q3 | $2.6M | Buy |
151,937
+6,290
| +4% | +$108K | 0.04% | 151 |
|
2023
Q2 | $2.41M | Sell |
145,647
-32,945
| -18% | -$546K | 0.04% | 154 |
|
2023
Q1 | $3.14M | Buy |
178,592
+23,811
| +15% | +$418K | 0.05% | 148 |
|
2022
Q4 | $1.96M | Sell |
154,781
-96,306
| -38% | -$1.22M | 0.04% | 149 |
|
2022
Q3 | $3.17M | Buy |
251,087
+16,848
| +7% | +$212K | 0.06% | 155 |
|
2022
Q2 | $4.26M | Sell |
234,239
-13,070
| -5% | -$238K | 0.08% | 151 |
|
2022
Q1 | $5.34M | Buy |
+247,309
| New | +$5.34M | 0.08% | 155 |
|