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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $174K | Buy |
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|
2025
Q4 | $209K | Buy |
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|
2025
Q3 | $71.6K | Sell |
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|
2025
Q2 | $75K | Buy |
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|
2025
Q1 | $60.3K | Buy |
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|
2024
Q4 | $73.8K | Buy |
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|
2024
Q3 | $37.2K | Sell |
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|
2024
Q2 | $38.9K | Sell |
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|
2024
Q1 | $129K | Buy |
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|
2023
Q4 | $96.5K | Buy |
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|
2023
Q3 | $40.5K | Sell |
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|
2023
Q2 | $40.9K | Buy |
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|
2023
Q1 | $11.1K | Buy |
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|
2022
Q4 | $7.37K | Buy |
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|
2022
Q3 | $7K | Buy |
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|
2022
Q2 | $4K | Buy |
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|
2022
Q1 | $4K | Sell |
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|
2021
Q4 | $14K | Buy |
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|
2021
Q3 | $3K | Buy |
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|
2021
Q2 | $1K | Buy |
|