LBWM
Left Brain Wealth Management’s UiPath PATH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,255
| Closed | -$130K | – | 98 |
|
|
2024
Q4 | $130K | Sell |
10,255
-4,530
| -31% | -$57.6K | 0.05% | 92 |
|
|
2024
Q3 | $189K | Sell |
14,785
-565
| -4% | -$7.23K | 0.09% | 75 |
|
|
2024
Q2 | $195K | Sell |
15,350
-1,400
| -8% | -$17.8K | 0.09% | 69 |
|
|
2024
Q1 | $380K | Buy |
16,750
+200
| +1% | +$4.53K | 0.18% | 61 |
|
|
2023
Q4 | $411K | Sell |
16,550
-485
| -3% | -$12K | 0.24% | 65 |
|
|
2023
Q3 | $291K | Buy |
17,035
+5,400
| +46% | +$92.4K | 0.18% | 69 |
|
|
2023
Q2 | $193K | Buy |
+11,635
| New | +$193K | 0.12% | 77 |
|