Beacon Pointe Advisors’s C3.ai AI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-25,546
| Closed | -$538K | – | 1225 |
|
|
2025
Q1 | $538K | Buy |
25,546
+586
| +2% | +$12.3K | 0.01% | 818 |
|
|
2024
Q4 | $859K | Buy |
24,960
+781
| +3% | +$26.9K | 0.01% | 676 |
|
|
2024
Q3 | $586K | Buy |
24,179
+245
| +1% | +$5.94K | 0.01% | 786 |
|
|
2024
Q2 | $693K | Buy |
23,934
+5,225
| +28% | +$151K | 0.01% | 750 |
|
|
2024
Q1 | $506K | Buy |
18,709
+3,449
| +23% | +$93.4K | 0.01% | 903 |
|
|
2023
Q4 | $438K | Buy |
+15,260
| New | +$438K | 0.01% | 932 |
|