HWM
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HB Wealth Management’s UiPath PATH Stock Holding History

HB Wealth Management’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
Q1 		– Sell
-24,072
Closed -$306K – 1228
2024
Q4 		$306K Sell
24,072
-201
-0.8% -$2.56K ﹤0.01% 797
2024
Q3 		$311K Buy
24,273
+1,150
+5% +$14.7K ﹤0.01% 742
2024
Q2 		$293K Buy
+23,123
New +$293K ﹤0.01% 709