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Cerro Pacific Wealth Advisors’s C3.ai AI Stock Holding History

Cerro Pacific Wealth Advisors’s Portfolio AI Stock Details AI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$295K Buy
12,000
+1,825
+18% +$44.8K 0.08% 134
2025
Q1 		$350K Buy
+10,175
New +$350K 0.11% 117