Bell Investment Advisors’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 | $1.01K | Hold |
41
| – | – | ﹤0.01% | 1584 |
|
|
2025
Q1 | $864 | Hold |
41
| – | – | ﹤0.01% | 1600 |
|
|
2024
Q4 | $1.41K | Hold |
41
| – | – | ﹤0.01% | 1467 |
|
|
2024
Q3 | $994 | Hold |
41
| – | – | ﹤0.01% | 1595 |
|
|
2024
Q2 | $1.19K | Hold |
41
| – | – | ﹤0.01% | 1556 |
|
|
2024
Q1 | $1.11K | Hold |
41
| – | – | ﹤0.01% | 1574 |
|
|
2023
Q4 | $1.18K | Hold |
41
| – | – | ﹤0.01% | 1538 |
|
|
2023
Q3 | $1.05K | Sell |
41
-40
| -49% | -$1.02K | ﹤0.01% | 1556 |
|
|
2023
Q2 | $2.95K | Hold |
81
| – | – | ﹤0.01% | 1100 |
|
|
2023
Q1 | $2.72K | Sell |
81
-37
| -31% | -$1.24K | ﹤0.01% | 1095 |
|
|
2022
Q4 | $1.32K | Buy |
+118
| New | +$1.32K | ﹤0.01% | 1473 |
|
|
2022
Q3 | – | Sell |
-115
| Closed | -$2K | – | 1704 |
|
|
2022
Q2 | $2K | Buy |
+115
| New | +$2K | ﹤0.01% | 1078 |
|
|
2021
Q4 | $2K | Buy |
57
+49
| +613% | +$1.72K | ﹤0.01% | 1080 |
|
|
2021
Q3 | $0 | Buy |
+8
| New | – | ﹤0.01% | 1710 |
|