CWP
CHAI

Concord Wealth Partners’s Core AI Holdings, Inc. Common Shares CHAI Stock Holding History

Concord Wealth Partners’s Portfolio CHAI Stock Details CHAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$18 Hold
2025
Q1 		$13 Hold
2024
Q4 		$36 Sell
2024
Q3 		$71 Hold
2024
Q2 		$1.13K Hold
2024
Q1 		$5.1K Hold
2023
Q4 		$5.96K Hold
2023
Q3 		$28K Hold
2023
Q2 		$54K Hold
2023
Q1 		$151K Buy
2022
Q4 		$107K Buy