Avantax Advisory Services’s C3.ai AI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256K | Buy |
+10,409
| New | +$256K | ﹤0.01% | 2035 |
|
|
2025
Q1 | – | Sell |
-20,298
| Closed | -$699K | – | 2232 |
|
|
2024
Q4 | $699K | Sell |
20,298
-3,860
| -16% | -$133K | ﹤0.01% | 1237 |
|
|
2024
Q3 | $585K | Buy |
24,158
+12,591
| +109% | +$305K | ﹤0.01% | 1315 |
|
|
2024
Q2 | $335K | Sell |
11,567
-526
| -4% | -$15.2K | ﹤0.01% | 1620 |
|
|
2024
Q1 | $327K | Buy |
12,093
+234
| +2% | +$6.33K | ﹤0.01% | 1250 |
|
|
2023
Q4 | $340K | Buy |
11,859
+1,401
| +13% | +$40.2K | ﹤0.01% | 1172 |
|
|
2023
Q3 | $267K | Buy |
+10,458
| New | +$267K | ﹤0.01% | 1264 |
|