Concord Wealth Partners’s C3.ai AI Stock Holding History

Concord Wealth Partners’s Portfolio AI Stock Details AI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$7.74K	Buy
2024 Q4	–	Sell
2024 Q3	$7.63K	Buy
2024 Q2	–	Sell
2024 Q1	$8.53K	Hold
2023 Q4	$9.04K	Hold
2023 Q3	$8.04K	Hold
2023 Q2	$11.5K	Hold
2023 Q1	$10.6K	Buy