United Capital Financial Advisors’s UiPath PATH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-12,238	Closed	-$156K	–	1093
2024 Q4	$156K	Buy	12,238 +971	+9%	+$12.3K	﹤0.01%	1026
2024 Q3	$144K	Buy	+11,267	New	+$144K	﹤0.01%	1027