Brown, Lisle/Cummings’s UiPath PATH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.92K Hold
150
﹤0.01% 654
2025
Q1
$1.55K Hold
150
﹤0.01% 670
2024
Q4
$1.91K Sell
150
-150
-50% -$1.91K ﹤0.01% 605
2024
Q3
$3.84K Hold
300
﹤0.01% 534
2024
Q2
$3.8K Buy
300
+150
+100% +$1.9K ﹤0.01% 528
2024
Q1
$3.4K Hold
150
﹤0.01% 502
2023
Q4
$3.73K Hold
150
﹤0.01% 510
2023
Q3
$2.57K Hold
150
﹤0.01% 502
2023
Q2
$2.49K Hold
150
﹤0.01% 513
2023
Q1
$2.63K Hold
150
﹤0.01% 485
2022
Q4
$1.91K Hold
150
﹤0.01% 481
2022
Q3
$1.89K Hold
150
﹤0.01% 473
2022
Q2
$2.73K Hold
150
﹤0.01% 438
2022
Q1
$3.24K Buy
+150
New +$3.24K ﹤0.01% 444