Integrated Wealth Concepts’s UiPath PATH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$571K	Buy	+44,603	New	+$571K	0.01%	1198
2025 Q1	–	Sell	-10,409	Closed	-$132K	–	1817
2024 Q4	$132K	Buy	+10,409	New	+$132K	﹤0.01%	1639
2024 Q2	–	Sell	-17,350	Closed	-$393K	–	1697
2024 Q1	$393K	Buy	+17,350	New	+$393K	0.01%	1168