Steward Partners Investment Advisory’s UiPath PATH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $75K | Buy |
5,860
+9
| +0.2% | +$115 | ﹤0.01% | 2269 |
|
|
2025
Q1 | $60.3K | Buy |
5,851
+44
| +0.8% | +$453 | ﹤0.01% | 2285 |
|
|
2024
Q4 | $73.8K | Buy |
5,807
+2,900
| +100% | +$36.9K | ﹤0.01% | 2138 |
|
|
2024
Q3 | $37.2K | Sell |
2,907
-164
| -5% | -$2.1K | ﹤0.01% | 2381 |
|
|
2024
Q2 | $38.9K | Sell |
3,071
-2,607
| -46% | -$33.1K | ﹤0.01% | 2221 |
|
|
2024
Q1 | $129K | Buy |
5,678
+1,794
| +46% | +$40.7K | ﹤0.01% | 1636 |
|
|
2023
Q4 | $96.5K | Buy |
3,884
+1,517
| +64% | +$37.7K | ﹤0.01% | 1714 |
|
|
2023
Q3 | $40.5K | Sell |
2,367
-100
| -4% | -$1.71K | ﹤0.01% | 2000 |
|
|
2023
Q2 | $40.9K | Buy |
2,467
+1,837
| +292% | +$30.4K | ﹤0.01% | 1963 |
|
|
2023
Q1 | $11.1K | Buy |
630
+50
| +9% | +$878 | ﹤0.01% | 2504 |
|
|
2022
Q4 | $7.37K | Buy |
580
+61
| +12% | +$775 | ﹤0.01% | 2635 |
|
|
2022
Q3 | $7K | Buy |
519
+279
| +116% | +$3.76K | ﹤0.01% | 2659 |
|
|
2022
Q2 | $4K | Buy |
240
+74
| +45% | +$1.23K | ﹤0.01% | 2857 |
|
|
2022
Q1 | $4K | Sell |
166
-148
| -47% | -$3.57K | ﹤0.01% | 2971 |
|
|
2021
Q4 | $14K | Buy |
314
+259
| +471% | +$11.5K | ﹤0.01% | 2476 |
|
|
2021
Q3 | $3K | Buy |
55
+41
| +293% | +$2.24K | ﹤0.01% | 2937 |
|
|
2021
Q2 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 6976 |
|