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Palumbo Wealth Management’s UiPath PATH Stock Holding History

Palumbo 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
Q2 		$204K Sell
15,931
-51
-0.3% -$653 0.06% 185
2025
Q1 		$165K Buy
15,982
+4,645
+41% +$47.8K 0.06% 173
2024
Q4 		$144K Buy
+11,337
New +$144K 0.05% 163