SPWM
Straight Path Wealth Management’s UiPath PATH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Hold |
21,000
| – | – | 0.09% | 93 |
|
|
2025
Q1 | $216K | Hold |
21,000
| – | – | 0.09% | 98 |
|
|
2024
Q4 | $267K | Sell |
21,000
-1,000
| -5% | -$12.7K | 0.11% | 78 |
|
|
2024
Q3 | $282K | Sell |
22,000
-1,000
| -4% | -$12.8K | 0.12% | 76 |
|
|
2024
Q2 | $292K | Sell |
23,000
-20
| -0.1% | -$254 | 0.15% | 69 |
|
|
2024
Q1 | $522K | Buy |
+23,020
| New | +$522K | 0.29% | 42 |
|