Poinciana Advisors Group’s UiPath PATH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$161K Buy
+12,574
New +$161K 0.15% 121
2025
Q1
Sell
-16,123
Closed -$205K 121
2024
Q4
$205K Buy
+16,123
New +$205K 0.21% 94