Arkadios Wealth Advisors’s C3.ai AI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $475K | Buy |
19,314
+1,281
| +7% | +$31.5K | 0.01% | 848 |
|
|
2025
Q1 | $380K | Sell |
18,033
-2,095
| -10% | -$44.1K | 0.01% | 810 |
|
|
2024
Q4 | $693K | Sell |
20,128
-1,557
| -7% | -$53.6K | 0.04% | 425 |
|
|
2024
Q3 | $525K | Sell |
21,685
-1,508
| -7% | -$36.5K | 0.03% | 522 |
|
|
2024
Q2 | $672K | Buy |
23,193
+20
| +0.1% | +$579 | 0.05% | 379 |
|
|
2024
Q1 | $627K | Buy |
23,173
+2,429
| +12% | +$65.8K | 0.05% | 338 |
|
|
2023
Q4 | $596K | Buy |
20,744
+8,436
| +69% | +$242K | 0.05% | 324 |
|
|
2023
Q3 | $314K | Buy |
12,308
+978
| +9% | +$25K | 0.03% | 468 |
|
|
2023
Q2 | $413K | Buy |
11,330
+4,247
| +60% | +$155K | 0.05% | 357 |
|
|
2023
Q1 | $238K | Buy |
+7,083
| New | +$238K | 0.03% | 509 |
|
|
2021
Q4 | – | Sell |
-589
| Closed | -$27K | – | 597 |
|
|
2021
Q3 | $27K | Buy |
589
+9
| +2% | +$413 | ﹤0.01% | 1098 |
|
|
2021
Q2 | $36K | Buy |
+580
| New | +$36K | ﹤0.01% | 1040 |
|