Vestmark Advisory Solutions’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 |
-97,168
| Closed | -$1M | – | 801 |
|
2025
Q1 | $1M | Sell |
97,168
-256,825
| -73% | -$2.65M | 0.03% | 393 |
|
2024
Q4 | $5.55M | Buy |
353,993
+76,647
| +28% | +$1.2M | 0.19% | 106 |
|
2024
Q3 | $3.55M | Sell |
277,346
-168,970
| -38% | -$2.16M | 0.13% | 157 |
|
2024
Q2 | $5.66M | Sell |
446,316
-103,554
| -19% | -$1.31M | 0.24% | 93 |
|
2024
Q1 | $12.5M | Sell |
549,870
-75,870
| -12% | -$1.72M | 0.54% | 37 |
|
2023
Q4 | $15.5M | Buy |
+625,740
| New | +$15.5M | 0.79% | 27 |
|
2022
Q3 | – | Sell |
-10,658
| Closed | -$194K | – | 864 |
|
2022
Q2 | $194K | Buy |
10,658
+265
| +3% | +$4.82K | 0.01% | 819 |
|
2022
Q1 | $224K | Buy |
10,393
+1,781
| +21% | +$38.4K | 0.01% | 820 |
|
2021
Q4 | $371K | Buy |
8,612
+4,035
| +88% | +$174K | 0.02% | 631 |
|
2021
Q3 | $241K | Buy |
4,577
+1,039
| +29% | +$54.7K | 0.02% | 741 |
|
2021
Q2 | $240K | Buy |
+3,538
| New | +$240K | 0.02% | 691 |
|