Steward Partners Investment Advisory’s UiPath PATH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$75K Buy
2025
Q1
$60.3K Buy
2024
Q4
$73.8K Buy
2024
Q3
$37.2K Sell
2024
Q2
$38.9K Sell
2024
Q1
$129K Buy
2023
Q4
$96.5K Buy
2023
Q3
$40.5K Sell
2023
Q2
$40.9K Buy
2023
Q1
$11.1K Buy
2022
Q4
$7.37K Buy
2022
Q3
$7K Buy
2022
Q2
$4K Buy
2022
Q1
$4K Sell
2021
Q4
$14K Buy
2021
Q3
$3K Buy
2021
Q2
$1K Buy