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