Laird Norton Wetherby Wealth Management’s UiPath PATH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11,594
| Closed | -$263K | – | 946 |
|
|
2024
Q1 | $263K | Sell |
11,594
-69
| -0.6% | -$1.56K | 0.01% | 778 |
|
|
2023
Q4 | $290K | Sell |
11,663
-376
| -3% | -$9.34K | 0.02% | 733 |
|
|
2023
Q3 | $206K | Sell |
12,039
-241
| -2% | -$4.12K | 0.01% | 810 |
|
|
2023
Q2 | $203K | Sell |
12,280
-5,625
| -31% | -$93.2K | 0.01% | 841 |
|
|
2023
Q1 | $314K | Buy |
17,905
+3,648
| +26% | +$64.1K | 0.02% | 684 |
|
|
2022
Q4 | $181K | Buy |
+14,257
| New | +$181K | 0.01% | 811 |
|