Axxcess Wealth Management’s C3.ai AI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $663K | Buy |
27,000
+1,600
| +6% | +$39.3K | 0.02% | 524 |
|
|
2025
Q1 | $535K | Buy |
25,400
+400
| +2% | +$8.42K | 0.01% | 533 |
|
|
2024
Q4 | $861K | Sell |
25,000
-41
| -0.2% | -$1.41K | 0.02% | 431 |
|
|
2024
Q3 | $607K | Sell |
25,041
-59
| -0.2% | -$1.43K | 0.01% | 507 |
|
|
2024
Q2 | $727K | Sell |
25,100
-5
| -0% | -$145 | 0.02% | 439 |
|
|
2024
Q1 | $680K | Buy |
25,105
+105
| +0.4% | +$2.84K | 0.02% | 462 |
|
|
2023
Q4 | $718K | Hold |
25,000
| – | – | 0.02% | 420 |
|
|
2023
Q3 | $638K | Hold |
25,000
| – | – | 0.02% | 413 |
|
|
2023
Q2 | $911K | Buy |
+25,000
| New | +$911K | 0.07% | 248 |
|