Cassady Schiller Wealth Management’s UiPath PATH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$64	Buy	+5	New	+$64	﹤0.01%	1118
2024 Q3	–	Sell	-50	Closed	-$634	–	478
2024 Q2	$634	Hold	50	–	–	﹤0.01%	442
2024 Q1	$1.13K	Buy	+50	New	+$1.13K	﹤0.01%	448