Perigon Wealth Management’s UiPath PATH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-10,839	Closed	-$112K	–	1091
2025 Q1	$112K	Buy	10,839 +6	+0.1%	+$62	﹤0.01%	999
2024 Q4	$145K	Buy	+10,833	New	+$145K	﹤0.01%	1004