Bogart Wealth LLC’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 | $66.3K | Buy |
2,700
+500
| +23% | +$12.3K | ﹤0.01% | 394 |
|
|
2025
Q1 | $46.3K | Buy |
2,200
+300
| +16% | +$6.32K | ﹤0.01% | 430 |
|
|
2024
Q4 | $65.4K | Buy |
1,900
+200
| +12% | +$6.89K | ﹤0.01% | 360 |
|
|
2024
Q3 | $41.2K | Hold |
1,700
| – | – | ﹤0.01% | 447 |
|
|
2024
Q2 | $49.2K | Sell |
1,700
-130
| -7% | -$3.77K | ﹤0.01% | 411 |
|
|
2024
Q1 | $49.5K | Buy |
1,830
+330
| +22% | +$8.93K | ﹤0.01% | 387 |
|
|
2023
Q4 | $43.1K | Sell |
1,500
-138
| -8% | -$3.96K | ﹤0.01% | 397 |
|
|
2023
Q3 | $41.8K | Buy |
1,638
+1,485
| +971% | +$37.9K | ﹤0.01% | 369 |
|
|
2023
Q2 | $5.57K | Buy |
+153
| New | +$5.57K | ﹤0.01% | 684 |
|
|
2022
Q4 | – | Sell |
-40
| Closed | -$1K | – | 1036 |
|
|
2022
Q3 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 858 |
|
|
2022
Q2 | – | Sell |
-50
| Closed | -$1K | – | 886 |
|
|
2022
Q1 | $1K | Buy |
50
+30
| +150% | +$600 | ﹤0.01% | 713 |
|
|
2021
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 686 |
|
|
2021
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 660 |
|
|
2021
Q2 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 624 |
|