A detailed history of Vista Wealth Management Group, LLC transactions in Ui Path, Inc. stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 12,221 shares of PATH stock, worth $167,183. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,221
Previous 12,170 0.42%
Holding current value
$167,183
Previous $154,000 1.3%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

BUY
$10.75 - $13.24 $548 - $675
51 Added 0.42%
12,221 $156,000
Q2 2024

Jul 30, 2024

BUY
$11.26 - $22.19 $112 - $221
10 Added 0.08%
12,170 $154,000
Q1 2024

Apr 29, 2024

SELL
$21.6 - $26.88 $58,644 - $72,979
-2,715 Reduced 18.25%
12,160 $275,000
Q4 2023

Feb 12, 2024

SELL
$14.94 - $26.26 $208,368 - $366,248
-13,947 Reduced 48.39%
14,875 $369,000
Q3 2023

Nov 14, 2023

SELL
$14.57 - $19.18 $224,436 - $295,448
-15,404 Reduced 34.83%
28,822 $493,000
Q2 2023

Aug 02, 2023

BUY
$12.51 - $19.46 $1,964 - $3,055
157 Added 0.36%
44,226 $732,000
Q1 2023

May 04, 2023

SELL
$11.38 - $17.6 $302,594 - $467,984
-26,590 Reduced 37.63%
44,069 $773,000
Q4 2022

Feb 07, 2023

BUY
$10.55 - $14.53 $1,561 - $2,150
148 Added 0.21%
70,659 $898,000
Q3 2022

Oct 25, 2022

BUY
$12.57 - $21.94 $275,358 - $480,617
21,906 Added 45.07%
70,511 $824,000
Q2 2022

Jul 14, 2022

SELL
$14.26 - $22.79 $2.5 Million - $4 Million
-175,632 Reduced 78.32%
48,605 $923,000
Q4 2021

Jan 19, 2022

SELL
$39.81 - $57.51 $100,241 - $144,810
-2,518 Reduced 1.11%
224,237 $9.67 Million
Q3 2021

Nov 02, 2021

BUY
$51.89 - $68.49 $11.8 Million - $15.5 Million
226,755 New
226,755 $11.9 Million

Others Institutions Holding PATH

About UiPath, Inc.


  • Ticker PATH
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 467,153,984
  • Market Cap $6.39B
  • Description
  • UiPath Inc. provides an end-to-end automation platform that offers a range of robotic process automation (RPA) solutions primarily in the United States, Romania, and Japan. The company offers a suite of interrelated software to build, manage, run, engage, measure, and govern automation within the organization. Its platform combines artificial in...
More about PATH
Track This Portfolio

Track Vista Wealth Management Group, LLC Portfolio

Follow Vista Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vista Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vista Wealth Management Group, LLC with notifications on news.