Carson Wealth (CWM LLC)’s C3.ai AI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $177K | Sell |
7,220
-8,507
| -54% | -$209K | ﹤0.01% | 2274 |
|
|
2025
Q1 | $331K | Buy |
15,727
+11,918
| +313% | +$251K | ﹤0.01% | 1617 |
|
|
2024
Q4 | $131K | Sell |
3,809
-242
| -6% | -$8.32K | ﹤0.01% | 2101 |
|
|
2024
Q3 | $98K | Buy |
4,051
+112
| +3% | +$2.71K | ﹤0.01% | 2198 |
|
|
2024
Q2 | $114K | Sell |
3,939
-644
| -14% | -$18.6K | ﹤0.01% | 1883 |
|
|
2024
Q1 | $124K | Buy |
4,583
+274
| +6% | +$7.41K | ﹤0.01% | 1758 |
|
|
2023
Q4 | $124K | Sell |
4,309
-634
| -13% | -$18.2K | ﹤0.01% | 1625 |
|
|
2023
Q3 | $126K | Buy |
4,943
+2,307
| +88% | +$58.8K | ﹤0.01% | 1508 |
|
|
2023
Q2 | $96K | Buy |
2,636
+440
| +20% | +$16K | ﹤0.01% | 1589 |
|
|
2023
Q1 | $74K | Buy |
2,196
+649
| +42% | +$21.9K | ﹤0.01% | 1647 |
|
|
2022
Q4 | $17K | Buy |
1,547
+379
| +32% | +$4.17K | ﹤0.01% | 2460 |
|
|
2022
Q3 | $15K | Sell |
1,168
-80
| -6% | -$1.03K | ﹤0.01% | 2404 |
|
|
2022
Q2 | $23K | Buy |
1,248
+805
| +182% | +$14.8K | ﹤0.01% | 2020 |
|
|
2022
Q1 | $10K | Buy |
443
+174
| +65% | +$3.93K | ﹤0.01% | 2455 |
|
|
2021
Q4 | $8K | Buy |
+269
| New | +$8K | ﹤0.01% | 2445 |
|
|
2021
Q2 | $7K | Hold |
105
| – | – | ﹤0.01% | 2219 |
|
|
2021
Q1 | $7K | Hold |
105
| – | – | ﹤0.01% | 2219 |
|
|
2020
Q4 | $7K | Hold |
105
| – | – | ﹤0.01% | 2219 |
|
|
2020
Q3 | $7K | Hold |
105
| – | – | ﹤0.01% | 2219 |
|
|
2020
Q2 | $7K | Hold |
105
| – | – | ﹤0.01% | 2219 |
|
|
2020
Q1 | $7K | Hold |
105
| – | – | ﹤0.01% | 2219 |
|
|
2019
Q4 | $7K | Hold |
105
| – | – | ﹤0.01% | 2219 |
|
|
2019
Q3 | $7K | Hold |
105
| – | – | ﹤0.01% | 2219 |
|
|
2019
Q2 | $7K | Hold |
105
| – | – | ﹤0.01% | 2219 |
|
|
2019
Q1 | $7K | Buy |
+105
| New | +$7K | ﹤0.01% | 2219 |
|