Summit Trail Advisors’s UiPath PATH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Sell |
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|
2025
Q1 | $1.82M | Sell |
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|
2024
Q4 | $2.42M | Sell |
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|
2024
Q3 | $4.93M | Sell |
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|
2024
Q2 | $4.89M | Sell |
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|
2024
Q1 | $12.4M | Sell |
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|
2023
Q4 | $16.1M | Sell |
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|
2023
Q3 | $13.3M | Sell |
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|
2023
Q2 | $14.1M | Sell |
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|
2023
Q1 | $15.8M | Buy |
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|
2022
Q4 | $10.4M | Sell |
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|
2022
Q3 | $10.3M | Buy |
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|
2022
Q2 | $13.8M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $2.86M | Buy |
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|
2021
Q3 | $3.32M | Sell |
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|
2021
Q2 | $4.54M | Buy |
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