Concord Wealth Partners’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 | $7.74K | Buy |
+315
| New | +$7.74K | ﹤0.01% | 573 |
|
|
2024
Q4 | – | Sell |
-315
| Closed | -$7.63K | – | 922 |
|
|
2024
Q3 | $7.63K | Buy |
+315
| New | +$7.63K | ﹤0.01% | 584 |
|
|
2024
Q2 | – | Sell |
-315
| Closed | -$8.53K | – | 845 |
|
|
2024
Q1 | $8.53K | Hold |
315
| – | – | ﹤0.01% | 587 |
|
|
2023
Q4 | $9.04K | Hold |
315
| – | – | ﹤0.01% | 578 |
|
|
2023
Q3 | $8.04K | Hold |
315
| – | – | ﹤0.01% | 650 |
|
|
2023
Q2 | $11.5K | Hold |
315
| – | – | ﹤0.01% | 585 |
|
|
2023
Q1 | $10.6K | Buy |
+315
| New | +$10.6K | ﹤0.01% | 585 |
|