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Benjamin Edwards Inc’s C3.ai AI Stock Holding History

Benjamin Edwards Inc’s Portfolio AI Stock Details AI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-27,035
Closed -$931K – 1079
2024
Q4 		$931K Buy
27,035
+10,558
+64% +$328K 0.01% 631
2024
Q3 		$399K Sell
16,477
-1,527
-8% -$38.8K 0.01% 874
2024
Q2 		$521K Sell
18,004
-4,260
-19% -$109K 0.1% 209
2024
Q1 		$603K Sell
22,264
-546
-2% -$15.3K 0.12% 194
2023
Q4 		$655K Buy
22,810
+3,251
+17% +$89.4K 0.14% 165
2023
Q3 		$499K Buy
19,559
+9,600
+96% +$320K 0.12% 183
2023
Q2 		$363K Sell
9,959
-5,145
-34% -$145K 0.08% 204
2023
Q1 		$507K Buy
15,104
+14,065
+1,354% +$288K 0.12% 176
2022
Q4 		$12K Sell
1,039
-3,680
-78% -$46.1K ﹤0.01% 559
2022
Q3 		$59K Buy
4,719
+140
+3% +$2.51K 0.02% 403
2022
Q2 		$84K Buy
4,579
+2,807
+158% +$51.6K 0.02% 361
2022
Q1 		$40K Buy
+1,772
New +$42.7K 0.01% 471

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