SoundView Advisors’s UiPath PATH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.54M Buy
120,649
+31,243
+35% +$400K 0.57% 21
2025
Q1
$920K Hold
89,406
0.38% 23
2024
Q4
$1.14M Buy
+89,406
New +$1.14M 0.47% 22