AWM
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Avior Wealth Management’s C3.ai AI Stock Holding History

Avior Wealth Management’s Portfolio AI Stock Details AI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-50
Closed -$1.72K – 776
2024
Q4 		$1.72K Hold
50
– – ﹤0.01% 2140
2024
Q3 		$1.21K Buy
+50
New +$1.27K ﹤0.01% 2055
2024
Q2 		– Sell
-699
Closed -$18.9K – 2291
2024
Q1 		$18.9K Buy
+699
New +$19.6K ﹤0.01% 1634
2023
Q2 		– Sell
-25
Closed -$839 – 1563
2023
Q1 		$839 Sell
25
-10
-29% -$205 ﹤0.01% 1473
2022
Q4 		$391 Hold
35
– – ﹤0.01% 1189
2022
Q3 		$0 Hold
35
– – ﹤0.01% 1139
2022
Q2 		$0 Hold
35
– – ﹤0.01% 1049
2022
Q1 		$0 Hold
35
– – ﹤0.01% 1090
2021
Q4 		$1K Hold
35
– – ﹤0.01% 996
2021
Q3 		$1K Hold
35
– – ﹤0.01% 965
2021
Q2 		$2K Hold
35
– – ﹤0.01% 886
2021
Q1 		$2K Buy
+35
New +$4.07K ﹤0.01% 894

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