BIP Wealth’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 | $253K | Hold |
10,300
| – | – | 0.02% | 229 |
|
|
2025
Q1 | $217K | Hold |
10,300
| – | – | 0.01% | 249 |
|
|
2024
Q4 | $355K | Hold |
10,300
| – | – | 0.02% | 188 |
|
|
2024
Q3 | $250K | Buy |
+10,300
| New | +$250K | 0.02% | 204 |
|
|
2024
Q2 | – | Sell |
-10,300
| Closed | -$279K | – | 193 |
|
|
2024
Q1 | $279K | Buy |
10,300
+300
| +3% | +$8.12K | 0.02% | 169 |
|
|
2023
Q4 | $287K | Hold |
10,000
| – | – | 0.02% | 157 |
|
|
2023
Q3 | $255K | Hold |
10,000
| – | – | 0.02% | 152 |
|
|
2023
Q2 | $364K | Hold |
10,000
| – | – | 0.03% | 125 |
|
|
2023
Q1 | $336K | Buy |
+10,000
| New | +$336K | 0.04% | 135 |
|