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Clearstead Trust’s UiPath PATH Stock Holding History

Clearstead Trust’s Portfolio PATH Stock Details PATH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$22.6K Buy
1,765
+1,133
+179% +$14.5K ﹤0.01% 411
2025
Q1 		$6.51K Buy
632
+231
+58% +$2.38K ﹤0.01% 540
2024
Q4 		$5.1K Buy
+401
New +$5.1K ﹤0.01% 385