CarsonAllaria Wealth Management’s UiPath PATH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.29K Hold
2024
Q4
$1.59K Sell
2024
Q3
$6.25K Sell
2024
Q2
$7.08K Hold
2024
Q1
$12.7K Sell
2023
Q4
$14.7K Sell
2023
Q3
$13.2K Sell
2023
Q2
$14.9K Buy
2023
Q1
$12.7K Hold
2022
Q4
$9K Sell
2022
Q3
$9K Sell
2022
Q2
$14K Buy
2022
Q1
$13K Sell
2021
Q4
$30K Buy