SVB Wealth’s UiPath PATH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-30,279
| Closed | -$312K | – | 1271 |
|
|
2025
Q1 | $312K | Sell |
30,279
-18
| -0.1% | -$185 | 0.01% | 256 |
|
|
2024
Q4 | $385K | Buy |
+30,297
| New | +$385K | 0.01% | 488 |
|
|
2024
Q3 | – | Sell |
-30,083
| Closed | -$381K | – | 428 |
|
|
2024
Q2 | $381K | Sell |
30,083
-28,802
| -49% | -$365K | 0.01% | 488 |
|
|
2024
Q1 | $1.33M | Sell |
58,885
-331
| -0.6% | -$7.5K | 0.03% | 296 |
|
|
2023
Q4 | $1.47M | Buy |
59,216
+28,910
| +95% | +$718K | 0.04% | 282 |
|
|
2023
Q3 | $519K | Sell |
30,306
-333
| -1% | -$5.7K | 0.01% | 448 |
|
|
2023
Q2 | $508K | Buy |
30,639
+313
| +1% | +$5.19K | 0.01% | 483 |
|
|
2023
Q1 | $533K | Sell |
30,326
-7,153
| -19% | -$126K | 0.01% | 524 |
|
|
2022
Q4 | $476K | Sell |
37,479
-1,257
| -3% | -$16K | 0.01% | 576 |
|
|
2022
Q3 | $489K | Buy |
+38,736
| New | +$489K | 0.01% | 539 |
|