Advisory Research’s UiPath PATH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-18,614	Closed	-$462K	–	274
2023 Q4	$462K	Sell	18,614 -2,498	-12%	-$62.1K	0.07%	249
2023 Q3	$361K	Buy	21,112 +4,363	+26%	+$74.7K	0.05%	334
2023 Q2	$278K	Buy	+16,749	New	+$278K	0.04%	385