1WA
180 Wealth Advisors’s C3.ai AI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,940
| Closed | -$209K | – | 427 |
|
|
2025
Q1 | $209K | Sell |
9,940
-300
| -3% | -$6.32K | 0.03% | 368 |
|
|
2024
Q4 | $353K | Sell |
10,240
-1,215
| -11% | -$41.8K | 0.06% | 292 |
|
|
2024
Q3 | $278K | Sell |
11,455
-268
| -2% | -$6.49K | 0.04% | 348 |
|
|
2024
Q2 | $349K | Sell |
11,723
-3,330
| -22% | -$99.2K | 0.06% | 292 |
|
|
2024
Q1 | $407K | Sell |
15,053
-2,963
| -16% | -$80.2K | 0.07% | 237 |
|
|
2023
Q4 | $518K | Sell |
18,016
-892
| -5% | -$25.6K | 0.1% | 196 |
|
|
2023
Q3 | $483K | Buy |
18,908
+2,360
| +14% | +$60.2K | 0.11% | 191 |
|
|
2023
Q2 | $620K | Sell |
16,548
-1,209
| -7% | -$45.3K | 0.14% | 161 |
|
|
2023
Q1 | $596K | Sell |
17,757
-1,360
| -7% | -$45.7K | 0.14% | 156 |
|
|
2022
Q4 | $288K | Buy |
19,117
+412
| +2% | +$6.21K | 0.07% | 271 |
|
|
2022
Q3 | $234K | Sell |
18,705
-1,413
| -7% | -$17.7K | 0.06% | 295 |
|
|
2022
Q2 | $385K | Buy |
20,118
+1,580
| +9% | +$30.2K | 0.1% | 196 |
|
|
2022
Q1 | $367K | Buy |
18,538
+8,351
| +82% | +$165K | 0.08% | 236 |
|
|
2021
Q4 | $259K | Buy |
+10,187
| New | +$259K | 0.06% | 295 |
|