Baird Financial Group’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
$701K Hold
28,525
﹤0.01% 1316
2025
Q1
$600K Buy
28,525
+225
+0.8% +$4.74K ﹤0.01% 1339
2024
Q4
$974K Sell
28,300
-4,000
-12% -$138K ﹤0.01% 1187
2024
Q3
$783K Sell
32,300
-2,000
-6% -$48.5K ﹤0.01% 1246
2024
Q2
$993K Hold
34,300
﹤0.01% 1173
2024
Q1
$929K Buy
34,300
+600
+2% +$16.2K ﹤0.01% 1179
2023
Q4
$968K Sell
33,700
-66
-0.2% -$1.9K ﹤0.01% 1149
2023
Q3
$862K Sell
33,766
-26,841
-44% -$685K ﹤0.01% 1158
2023
Q2
$2.21M Buy
60,607
+20,816
+52% +$758K 0.01% 882
2023
Q1
$1.34M Buy
39,791
+25
+0.1% +$839 ﹤0.01% 1013
2022
Q4
$445K Buy
39,766
+61
+0.2% +$683 ﹤0.01% 1333
2022
Q3
$496K Sell
39,705
-199
-0.5% -$2.49K ﹤0.01% 1286
2022
Q2
$729K Buy
39,904
+4
+0% +$73 ﹤0.01% 1204
2022
Q1
$906K Sell
39,900
-200
-0.5% -$4.54K ﹤0.01% 1188
2021
Q4
$1.25M Buy
40,100
+297
+0.7% +$9.28K ﹤0.01% 1115
2021
Q3
$1.84M Sell
39,803
-10,227
-20% -$474K ﹤0.01% 977
2021
Q2
$3.13M Buy
+50,030
New +$3.13M 0.01% 754