Advisory Research’s C3.ai AI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-28,309
| Closed | -$813K | – | 166 |
|
|
2023
Q4 | $813K | Sell |
28,309
-31,797
| -53% | -$913K | 0.13% | 184 |
|
|
2023
Q3 | $1.53M | Buy |
60,106
+10,446
| +21% | +$267K | 0.21% | 134 |
|
|
2023
Q2 | $1.81M | Buy |
49,660
+26,517
| +115% | +$966K | 0.23% | 116 |
|
|
2023
Q1 | $777K | Buy |
+23,143
| New | +$777K | 0.13% | 193 |
|