Avantax Advisory Services’s C3.ai AI Stock Holding History

Avantax Advisory Services’s Portfolio AI Stock Details AI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$256K	Buy
2025 Q1	–	Sell
2024 Q4	$699K	Sell
2024 Q3	$585K	Buy
2024 Q2	$335K	Sell
2024 Q1	$327K	Buy
2023 Q4	$340K	Buy
2023 Q3	$267K	Buy