Avior Wealth Management’s C3.ai AI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-50
| Closed | -$1.72K | – | 777 |
|
|
2024
Q4 | $1.72K | Hold |
50
| – | – | ﹤0.01% | 2140 |
|
|
2024
Q3 | $1.21K | Buy |
+50
| New | +$1.21K | ﹤0.01% | 2055 |
|
|
2024
Q2 | – | Sell |
-699
| Closed | -$18.9K | – | 2291 |
|
|
2024
Q1 | $18.9K | Buy |
+699
| New | +$18.9K | ﹤0.01% | 1634 |
|
|
2023
Q2 | – | Sell |
-25
| Closed | -$839 | – | 1563 |
|
|
2023
Q1 | $839 | Sell |
25
-10
| -29% | -$336 | ﹤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 | +$2K | ﹤0.01% | 894 |
|