Benjamin Edwards Inc’s C3.ai AI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-27,035
| Closed | -$931K | – | 1076 |
|
|
2024
Q4 | $931K | Buy |
27,035
+10,558
| +64% | +$363K | 0.01% | 631 |
|
|
2024
Q3 | $399K | Sell |
16,477
-1,527
| -8% | -$37K | 0.01% | 874 |
|
|
2024
Q2 | $521K | Sell |
18,004
-4,260
| -19% | -$123K | 0.1% | 209 |
|
|
2024
Q1 | $603K | Sell |
22,264
-546
| -2% | -$14.8K | 0.12% | 194 |
|
|
2023
Q4 | $655K | Buy |
22,810
+3,251
| +17% | +$93.4K | 0.14% | 165 |
|
|
2023
Q3 | $499K | Buy |
19,559
+9,600
| +96% | +$245K | 0.12% | 183 |
|
|
2023
Q2 | $363K | Sell |
9,959
-5,145
| -34% | -$188K | 0.08% | 204 |
|
|
2023
Q1 | $507K | Buy |
15,104
+14,065
| +1,354% | +$472K | 0.12% | 176 |
|
|
2022
Q4 | $12K | Sell |
1,039
-3,680
| -78% | -$42.5K | ﹤0.01% | 559 |
|
|
2022
Q3 | $59K | Buy |
4,719
+140
| +3% | +$1.75K | 0.02% | 403 |
|
|
2022
Q2 | $84K | Buy |
4,579
+2,807
| +158% | +$51.5K | 0.02% | 361 |
|
|
2022
Q1 | $40K | Buy |
+1,772
| New | +$40K | 0.01% | 471 |
|